Optimizing 529 Plan Withdrawals in Conjunction with Education Tax Credits
Using a 529 plan and claiming education tax credits requires careful coordination. Learn strategies to maximize tax savings while avoidin...
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The Tax Professionals Blog · 446 articles
Highlights of Internal Revenue Bulletin 2026-20 - 5/11/2026
The IRS has issued guidance for states, territories, and the District of Columbia on nominating census tracts for Qualified Opportunity Z...
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HSA as a Retirement Vehicle
Health Savings Accounts (HSAs) are often overlooked when discussing retirement planning. Traditionally seen as a tax-advantaged way to pa...
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Highlights of Internal Revenue Bulletin 2026-19 - 5/4/2026
IRS Bulletin 2026-19 includes proposed reporting threshold changes, wagering loss updates, insurance guidance, and the May 2026 federal r...
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Still Working Rule
The still working rule can help delay RMDs and improve retirement planning strategies. Learn how to apply it correctly and avoid costly m...
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Highlights of Internal Revenue Bulletin 2026-18 - 4/27/2026
This week’s IRS updates include disciplinary actions, new guidance on qualified tip income, employee plan rates, and proposed excise tax ...
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