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...
We get it—small business accounting in Southeastern Wisconsin is tough enough without the fear of an IRS audit. As your trusted business advisor at The Neal Group, LLC, we’ve helped countless owners turn audit anxiety into confidence. Audit-proofing isn’t...
“A man should never neglect his family for business.” —Walt Disney Quick Answers: Will Updating My W4 Tax Form Increase My Paycheck?Child Tax Credit (CTC) is going up to 2.2K per child, but many will need to update their W4 to see that reflected in...
Quick Answers: Who’s the Best Accountant to Help My Milwaukee Business Grow? The “perfect” accountant doesn’t exist. But the right fit for your business growth does. Look for an accountant who understands your industry so they don’t miss critical...
