Category
What the One Big Beautiful Act Means for Taxpayers
By Anne ZavagliaPosted on July 8th, 2025
This past Independence Day, the One Big Beautiful Bill Act (OBBB) was signed into law, marking one of the most significant overhauls to the U.S. […]
Learn MoreChanges to Student Loans Under the “Big Beautiful Bill”
By Anne ZavagliaPosted on July 8th, 2025
Student loan reform is back in the spotlight with the passage of the One Big Beautiful Bill Act (OBBB). This sweeping legislation will dramatically change […]
Learn MoreThe New Identity Requirements for Social Security: What You Need to Know
By Anne ZavagliaPosted on April 9th, 2025
In recent years, the rise in identity theft and cybercrime has prompted a significant overhaul in how we secure personal information. One of the latest […]
Learn MoreTax Numbers and Inflation Adjustments for 2025
By Anne ZavagliaPosted on January 14th, 2025
The Internal Revenue Service makes cost-of-living and annual inflation adjustments each year. The changes affect contribution limits for retirement plans and various tax deductions, exclusion, […]
Learn MoreSocial Security Fairness Act Signed into Law
By Anne ZavagliaPosted on January 13th, 2025
The Social Security Fairness Act passed the House and Senate late last year, and was signed into law by President Biden on January 5, 2025. […]
Learn MoreFinal Regulations for Required Minimum Distributions
By Anne ZavagliaPosted on October 8th, 2024
In July, the IRS issued the long awaited final regulations on required minimum distributions (RMDs) from retirement accounts. The regulations became effective on September 17, […]
Learn MoreMaximize Your Tax Savings by Utilizing a Health Savings Account
By Anne ZavagliaPosted on July 12th, 2024
Health savings accounts (HSAs) are available to those who participate in a high-deductible health plan. HSAs are tax-advantaged accounts that offer tax savings now and […]
Learn MoreSuperfunding 529 Plans to Reduce Your Estate and Taxes
By Anne ZavagliaPosted on July 12th, 2024
529 plans are tax-advantaged plans similar to Roth IRAs; funded with after-tax dollars, tax-free growth, and tax and penalty-free withdrawals if used for qualified educational […]
Learn MoreNew High Interest Savings Accounts Help Ohio Homebuyers
By Anne ZavagliaPosted on April 16th, 2024
The Ohio Homebuyer Plus program helps Ohioans save for a down payment on the purchase of a primary residence. Ohio residents aged 18 or older […]
Learn MorePart-time Employees Are Eligible to Enroll into 401(k) Plans in 2024
By Anne ZavagliaPosted on January 10th, 2024
Starting this year, part-time employees meeting the SECURE Act’s three-year rule are eligible to participate in their employer’s 401k plan. The SECURE Act of 2019 […]
Learn More