As the leaves start to fall in Milwaukee and Southeastern Wisconsin, we’re pausing to say thank you. At The Neal Group, our clients aren’t just numbers on a spreadsheet, they’re the heartbeat of our business. We’re grateful for the trust...
Key TakeawaysThe Child Tax Credit (CTC) is now worth up to $2,200 per child for 2025 taxes (filed in 2026). Up to $1,700 of the credit is refundable if you don’t owe any taxes. Because of the OBBBA, you (or at least one spouse if filing jointly) must...
Key TakeawaysThe OBBBA changes the AMT landscape starting in 2026, meaning more taxpayers will be pulled into AMT territory. High earners in high-tax states (and those with ISOs or private activity bonds) are the most at risk of an unexpected AMT...
Key TakeawaysABLE accounts let you save and invest tax-free for disability-related expenses. Up to $100,000 in an ABLE account is excluded from Supplemental Security Income (SSI) resource limits, and Medicaid eligibility continues beyond...
Quick Answers: How to Eliminate Year-End Tax Stress? Review your books and records now to spot deductions you might miss. Maximize retirement contributions and charitable donations before December 31. Organize receipts and records digitally for easy access. Consult a...
