All Posts

Learn how Solo 401(k) plans work in 2026, including contribution limits, tax benefits, eligibility rules, and key deadlines for small business owners. By Kendall Maccagnan, CPA, CFP® and Financial Advisor in Tampa, Florida Key Takeaways A Solo 401(k) is designed for self-employed individuals and business owners with no employees (other than a spouse), and may allow for higher contribution flexibility compared to other retirement plans In 2026, total contributions may reach u

Learn some of the most important 2025 tax changes for individuals, including new deductions, SALT limits, and updated tax credits. Understand how these updates may impact your tax return. By Kendall Maccagnan, CPA, CFP® and Financial Advisor in Tampa, Florida Key Takeaways Several 2025 tax law changes may impact how individual tax returns are calculated Tax rates and the standard deduction have been extended under the new legislation New deductions for individuals age 65+,

Learn some of the most important 2 025 tax changes for small business owners, including updates to Section 179, bonus depreciation, R&D expensing, and interest deductions. Understand how these changes may impact your tax return and planning strategies for 2025 and beyond. By Kendall Maccagnan, CPA, CFP® and Financial Advisor in Tampa, Florida Key Takeaways Several 2025 tax law changes for small businesses increase immediate expensing opportunities, including higher Section 1