Rotadel

08/15/2025

The OBBBA of 2025 makes overtime tax-free. But the devil is in the details. Here are some tips.

08/08/2025

Give your child a jump-start on retirement. Open a Roth IRA as soon as they start earning money to take advantage of compound interest and favorable tax treatment.

Want to give your child or grandchild a jump-start on their retirement? Here's a tip that will help them learn the value of investing and maximize the tax benefits.

08/06/2025

A new tax law has been passed. Lots of changes are here and will affect us in 2026. Beyond the noise from the media, here is what you really need to know.

The One Big Beautiful Bill Act (OBBBA) passage does a lot to make expiring tax laws more permanent for 2026 and beyond. But it also makes substantial changes to the 2025 tax landscape. This month's newsletter covers some of the major changes impacting your taxes for this year and action steps to tak...

08/01/2025

Ouch! Government overspending is reported each year in our 1040 IRS instruction booklet. Here's what it looks like for the most recent fiscal year for which info is available. It doesn't look good!

As taxpayers, it makes sense to understand how our government spends our money. Here are the most recent inflows and outflows as reported by the IRS in this year's 1040 instruction booklet.

07/25/2025

The new $6,000 deduction everyone should know about.

While personal exemptions are a tax benefit that is gone permanently, there is a new $6,000 benefit that everyone should understand. Here are the details.

07/18/2025

Tax Free tips are a new tax benefit. Here are the details and what you need to know.

Beginning this year through 2028, qualified tips up to $25,000 can be deducted from your income. Here are the details.

07/11/2025

The One Big Beautiful Bill Act or OBBBA brings many changes to your tax life. Here is what you need to know.

The One Big Beautiful Bill Act or OBBBA was signed into law last week. The main thing it does is help reduce uncertainty in expiring tax code. But it also changes things for this year. Here is what you need to know.

07/04/2025

Happy Independence Day 🇺🇸

God bless America 🙏🏽

07/04/2025

If you use an installment sale to sell property, you may save on taxes by spreading out the tax over a number of years. But be careful! If not properly planned, you may have a nasty tax surprise.

If you use an installment sale to help sell property, including real estate, you can benefit from tax deferral and possibly lower your overall tax bill. But watch out for some tax surprises.

07/02/2025

Taxes got you puzzled? We've rounded up the answers to some of the most common tax questions. Also read about a key tool parents are using to teach their kids about saving and investing.

Our tax rules have always been a bit of a maze – complex, cryptic, and full of fine print. And yet, certain topics keeping popping up over and over again. In this month's newsletter, we provide answers to some of the most common tax questions. Also read about how custodial accounts can be a gr...

06/27/2025

Summer offers some unique tax saving opportunities including: renting your home, sending kids to camp, hiring your child and traveling for for business.

Along with the warm weather, summer brings some unique opportunities to save some taxes. Here are four ideas to work into your summer tax planning strategy.

06/20/2025

Keep your Social Security number safe by following these tips.

Identity theft is reaching all-time levels. How can you protect your Social Security number from being stolen?