Key Takeaways Watch for IRS impersonation scams. Use a password manager. Strong, unique passwords for every account are non-negotiable. Keep your devices updated. Software updates often patch newly discovered security flaws. Use antivirus...
As the holidays begin and family gatherings start, the last thing you need is IRS notices ruining the holidays. In Milwaukee and Southeastern Wisconsin, tax stress can hit hard this time of year. But here’s the good news: tax resolution services from The Neal...
Key TakeawaysHold for at least one year and a day to qualify for lower long-term capital gains rates. Use losses to offset gains through tax-loss harvesting (but beware the wash sale rule). Time your sale during a lower-income year to take advantage of...
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...
