Key Higher Education Changes in the New Tax Bill
Big changes are coming for student loans, 529 plans, and college costs. The One Big Beautiful Bill Act reshapes borrowing limits, repayment options, and even taxes on wealthy universities.
Understanding the New Above-the-Line Tax Deduction for Qualified Tips
The new One Big Beautiful Bill Act introduces a game-changing above-the-line tax deduction — up to $25,000 for qualified tips. But who qualifies, and what are the catches?
Will an Annuity Lower Your RMD? Here’s the Real Story
The “Henssler Money Talks” hosts focus on annuities, providing our take on these investment products. Furthermore, should a retiree put $210,000 of their retirement funds into an annuity to help with Required Minimum Distributions? We’ll walk through the essential questions to ask, from the type of annuity being recommended to how it fits into a comprehensive financial plan.
In the News: Tips, overtime, and SALT: What’s changing in your taxes
As seen in the Marietta Daily Journal: Bil Lako, CFP®, highlights some provisions in the new tax law that bring real changes—some temporary, some “permanent”—that could impact your wallet.
See How the “One Big Beautiful Bill” Act Will Impact Your 2025 Taxes and Transform Your Financial Landscape!
On July 4th, the President signed into law the so-called “One Big Beautiful Bill” Act (OBBBA), a significant piece of legislation that ushers in a plethora of tax provisions designed to impact taxpayers across the spectrum. Though the act introduces measures that stretch beyond this year, our focus here narrows to changes coming into effect…
How to Keep Your Business in the Family – Tax Traps and Solutions
Transferring a family business isn’t as simple as handing over the keys—it’s full of tax traps that could cost your kids the legacy you worked so hard to build. From gifting gone wrong to surprise capital gains, here’s what to know now before passing on the business.
Tips, Overtime, and SALT: What’s Changing in Your Taxes
The “Henssler Money Talks” hosts are joined by special guest Matthew Reed, CPA/ABV, for an in-depth look at the One Big Beautiful Act, passed on July 4, highlighting the potential impact on both individual and business tax planning strategies.
In the News: Short-term demands vs. long-term goals: The Fed’s balancing act
As seen in the Marietta Daily Journal, Bil Lako, CFP®, breaks down the Fed’s structure, tools, and influence on the economy, and explores why its independence matters now more than ever.