The Numbers Team

Time to plan for new contribution levels for your health savings account. Find the 2026 limits here.

2026 Health Savings Account Limits - Reminder to review your contributions Contribution limits for the ever-popular health savings account (HSA) are outlined for 2026. Now is a great time to review your situation and make adjustments as appropriate.

Tax savings come in all shapes and sizes. Here are some life events that require your attention if you do not wish to have a tax surprise latter on during the year.

Tax News: August 2026 Sometimes the biggest financial opportunities come from paying attention to the details. In this issue, we highlight the details of several tax rules that can impact many of your life's important milestones. You'll also find an overview of the increased business mileage rates for the second half of....

Before school gets going this fall, check out these school expenses that might help you decrease your tax bill.

Hidden Back to School Tax Deductions - Plus NEW mileage rates! Time to buy school supplies? Pay for field trips? Is any of this tax deductible? Here are some ideas to find a tax break in the back-to-school rush.

If you're age 70 or older, you can transfer up to $100,000 (or a total of $200,000 for joint filers) directly from your IRA to a qualified charitable organization without paying any tax.

Great Charitable Deduction Ideas Even though the higher standard deduction limits make charitable deductions harder to find, there are still great options to find tax breaks within your charitable giving. Here are some great tips.

Providing a gift of stock can make sense if handled properly. Read more.

A Gift of Stock - Information is key when using this tax planning strategy Providing a gift of stock (or other property) to a friend or loved one can be a powerful tax planning tool. However, it is not without its complications.

Pass-through entities such as S corporations and certain partnerships offer legal protections and avoid double taxation. Does it make sense for your business?

Understanding Tax Terms: Pass-through Entities - What everyone should know Given the popularity of this business format, it continues to drive tax policy. Here is what you need to know.

The ensure you're ready for an audit, tax returns should be kept indefinitely and supporting documents should be kept a minimum of three years.

Toss This. Not That. 2025 Edition - Your guide to post tax-filing record retention After filing your tax return, do not close the book on your taxes until you have set up next year's files, purged unneeded old records, and prepared your records in case of an audit. Here are some tips.

Side hustle income, tax tips, smarter food budgeting, and the growing trend of unplugging from screens. This month's insights can help you keep more money and spend more time on what matters.

Tax News: July 2026 Many Americans are taking on side hustles and part-time jobs to boost their income. While earning extra money can help pay for vacations or provide a financial cushion for your family, it can also increase your tax bill. In this month's newsletter, learn how additional income may affect your tax sit...

It's not always a good idea to amend a tax return. Do you know how to choose?

To Amend or Not Amend? - Is it always a good idea to amend your tax return if you find an error? Oops! You find an error or omission on last year's tax return. What should you do? Is it always a good idea to file an amended tax return? Here are some things to consider.

Looking for tax-free income? Here's a list of the more common types.

Income the IRS Can't Touch There's a lot of income the IRS doesn't tax. Here are a few of the more common types.