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Newly Married This Year? The Tax Changes Couples Miss

Newly Married This Year? The Tax Changes Couples Miss

Getting married triggers significant tax changes that catch many couples off guard, from a new filing status that takes effect the moment you say “I do,” to withholding gaps that can result in an unexpected tax bill in April. Beyond filing and withholding, newlyweds also need to address name and address updates, healthcare coverage decisions, HSA eligibility changes, and dependent-related credits before year-end. Tackling these adjustments proactively, rather than waiting until tax season, helps couples avoid penalties, protect their refunds, and start their financial life together on solid footing.

Client Newsletter

Client Newsletter

Your spring graduate may qualify for a tax credit worth up to $2,500 — and most families don’t realize it. This issue covers what you need to know about the American Opportunity Tax Credit, plus how to spot an IRS scam before it costs you.

Don’t Let Your Spring Graduate Leave Money on the Table

Don’t Let Your Spring Graduate Leave Money on the Table

If your student walked across a graduation stage this spring, there's a valuable education tax credit we want you to know about. The American Opportunity Tax Credit (AOTC) can be worth up to $2,500, and graduating seniors often qualify in their final year of school....

Happy National 529 Day!

Happy National 529 Day!

May 29 is National 529 Day, and for Ohio families, it is a great time to revisit a very tax-efficient ways to save for a child’s (or grandchild’s) education. Recent legislation has expanded what these accounts can do, from doubling K-12 distribution limits to allowing unused funds to roll into a Roth IRA, making 529 plans more versatile than ever.