Priority Wealth Partners - Salt Lake Area

01/22/2026

01/17/2026

The New Year is a great time to review your retirement plan with a financial professional to help make sure it’s aligned with any goal changes. Reach out to learn more.

01/12/2026

You have ways to make and keep New Year’s resolutions about saving for your retirement. Talk to your financial professional about contributing to an IRA, rolling over an old 401(k), reviewing your portfolio and more.

Schedule your appointment today.

10/23/2025

Thinking about solar, EVs, or energy-efficient upgrades?

Several energy tax credits expire under the One Big Beautiful Bill Act including:
🚗 Clean vehicle credit
🏠 Residential clean energy credit
🔋 Energy-efficient home improvement credit

The IRS has published FAQs to help with eligibility and phase-out timelines.

Call for more information, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, September 16, 2025

10/21/2025

Starting in 2026, eligible taxpayers may deduct:
🔹Up to $25,000 in reported tips
🔹Up to $12,500 in overtime compensation ($25,000 if married filing jointly)

These deductions phase out for higher-income taxpayers.

Call for more information, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, September 10, 2025

10/19/2025

The One Big Beautiful Bill Act increases the Child Tax Credit to $2,200 per eligible child.

Other updates to the Child Tax Credit include:
➡️ The credit will be adjusted for inflation in future years
➡️ A valid Social Security number is required for the child
➡️ For joint filers, at least one spouse must have a valid SSN

These updates aim to clarify eligibility and streamline administration.

Call for more information, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, September 10, 2025

10/17/2025

Don’t itemize? In 2026, you can deduct cash donations to charity.

You can deduct up to:
🔹$1,000 if filing single
🔹$2,000 if married filing jointly

Donations must be made in cash and sent to qualified organizations. This is a new option for giving back while managing taxable income without requiring itemization.

Call for more information, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, May 30, 2025

10/15/2025

Under the One Big Beautiful Bill Act, the standard deduction might impact your upcoming tax filing.

The updated standard deduction amounts will be:
▪️$31,500 for married filing jointly
▪️$23,625 for head of household
▪️$15,750 for single or married filing separately

Call for more information, but don’t make any changes until you speak with your tax, legal, or accounting professional.



Source: IRS.gov, September 10, 2025

09/10/2025

Are your risk preferences reflected in your portfolio? Let's find out.

04/04/2025

Today’s news moves so quickly, but as you can see, stock prices have intra-year drawdowns every year. So, while 2025 might feel extraordinary, history shows it’s pretty much par for the course.

12/05/2024

Many adults have aging parents who are in need of healthcare and living assistance. There are a number of resources today that can help them grow old gracefully, either in their existing home or in a facility, along with multiple options for financing the costs of the care.

10/11/2024

By avoiding these common mistakes, you may potentially increase your chance for investment success and work toward your retirement savings goal.