by Sara Raby | Aug 28, 2025 | blog, Individual Tax
The Trump Savings Account, created under the One Big Beautiful Bill Act (OBBBA) and signed into law on July 4, 2025, represents one of the most significant changes to tax-advantaged savings in recent years. While its name is politically charged, the account itself is... 
by Dana Borys | Jul 30, 2025 | blog, Flow-Through Tax Services, Individual Tax
In an era of rising education costs and growing concern over wealth inequality, California’s CalKIDS program offers a powerful — and underutilized — solution. Yet despite its potential, participation remains low, and its long-term impact is often misunderstood. For...