Monthly Archives: April 2026

Individuals Must Prepare for Changes to Certain Retirement Plan Catch-Up Contributions in 2026 by Maxwell Jewell, CPA, MST

Posted on April 30, 2026 by Maxwell Jewell

High earners ages 50 and older who participate in 401(k) and 403(b) workplace retirement savings plans should note new changes to the treatment of catch-up contributions beginning in 2026. Effective Jan. 1, 2026, catch-up contributions made by individuals with wages at or exceeding $150,000 in 2025 must be made with after-tax dollars to Roth accounts. […]

Be Alert to Avoid Tax Scams Throughout the Year by Adam Cohen, CPA

Posted on April 28, 2026 by Adam Cohen

The April tax filing deadline may be in the rearview mirror, but criminals remain hard at work inventing new and more sophisticated methods to steal taxpayers’ identities and their hard-earned financial assets. To help individuals and business owners recognize the warning signs of these crimes and avoid becoming victims, the IRS annually releases a list […]

2025 Tax Law Enhances Adoption Tax Credit by Joanie B. Stein, CPA

Posted on April 02, 2026 by Joanie Stein

Adoption provides prospective parents with the opportunity to experience the joys of raising children and providing them with loving and permanent homes. While the process can be costly, the One Big Beautiful Bill Act (OBBBA), enacted in 2025, expands existing tax credits, making it easier for families to offset some of those expenses and reduce […]

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