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Adoption Tax Credit: What You Should Know for 2025
Considering adoption or recently finalized one? There may be valuable tax benefits available to help offset the costs.

Wiley Harrison
May 191 min read


College Tax Savings: American Opportunity Tax Credit
Get up to $2,500 per student for college expenses during the first 4 years of higher education. Covers tuition, fees, books, and supplies (income limits apply).

Wiley Harrison
Apr 101 min read


Where’s My Tax Refund? How to Check Your Refund Status
This online tool from the IRS allows taxpayers to check the status of their federal income tax refund.

Wiley Harrison
Mar 232 min read


Understanding the 2026 Social Security and Medicare Tax Limits
For 2026, the Social Security maximum taxable earnings limit has increased to $184,500.
This is up from $176,100 in 2025, meaning high earning employees will pay Social Security tax on an additional $8,400 of income.

Wiley Harrison
Feb 101 min read


Understanding Capital Gains Tax Brackets for the 2026 Tax Year
For many taxpayers, 2026 may bring good news:
If your total taxable income falls within the following ranges, you’ll owe no federal capital gains tax:
• Individuals: $49,450 or less
• Married couples filing jointly: $98,900 or less

Wiley Harrison
Jan 161 min read


New 2026 Catch Up Contribution Rule: What You Need to Know
Beginning January 1, 2026, catch-up contributions for employees aged 50+ earning more than $145,000 must be made as Roth (after-tax) contributions.

Wiley Harrison
Dec 30, 20251 min read


2026 Contribution Limits: Bigger Opportunities for Your Retirement Savings
Plan Ahead for 2026! Contribution limits for retirement plans are increasing—don’t miss out.
The IRS has announced new contribution limits for retirement plans for the 2026 tax year, giving employees more opportunities to save for the future.

Wiley Harrison
Nov 17, 20251 min read
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