Author: Brooklyn Maldonado

Trump Accounts Are Now Live: Here’s What You Need to Know
Trump Accounts Are Now Live: Here’s What You Need to Know
Earlier this year, we covered the basics of the new Trump Accounts: who qualifies, how contributions work, and the $1,000 government seed contribution available for...
Gift Tax Explained: What Counts, When to Report It, and Why Most People Never Pay It
Gift Tax Explained: What Counts, When to Report It, and Why Most People Never Pay It
If you’re helping family or friends with money, a car, or even a down payment on a home, you’ve probably heard the term “gift tax.”...
Trump Accounts: What They Are, Who Qualifies, and How They Work
Trump Accounts: What They Are, Who Qualifies, and How They Work
The IRS has recently released initial guidance on Trump Accounts, a new type of tax-advantaged account designed to help families save and invest for children....
What the “One Big Beautiful Bill” Means for Your Finances
What the “One Big Beautiful Bill” Means for Your Finances
Key Tax and Planning Changes Taking Effect in 2025 and Beyond On July 4, 2025, President Trump signed a sweeping piece of legislation, the “One...