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Logan Holman
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Join date: Jul 12, 2023
Posts (8)
Nov 3, 2025 ∙ 4 min
Helping clients prep for tax season | 2025 Edition
Every fall, you hear the same (still very relevant) reminders for year-end tax planning: check withholding, plan charitable contributions, get documents in order. These timeless to-dos still matter. But this year brings a new layer: the One Big Beautiful Bill Act (OBBBA). It opens the door to fresh planning opportunities and gives advisors even more ways to be invaluable to a client’s tax season.
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Oct 13, 2025 ∙ 2 min
New for 2025: Schedule 1-A and the Four New Deductions Advisors Need to Understand
The IRS has introduced four new deductions for tax years 2025–2028, all reported on Schedule 1-A. They lower taxable income but not AGI - a key distinction every advisor should understand.
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Oct 3, 2025 ∙ 2 min
The IRS Has Phased Out Paper Checks. Here’s What Taxpayers Need to Know.
The IRS no longer issues refund checks by mail. Here's what this means for you, and what remains unchanged - at least for now.
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