Mortland & Company

12/31/2025

The IRS has released guidance for the federal tips and overtime deductions enacted via President Donald Trump’s “big beautiful bill.”

The IRS has released guidance for President Donald Trump's tips and overtime deductions. Here's what workers need to know.

12/16/2025

"December 31 is an important deadline for RMDs and contributions to many tax-advantaged accounts."

December 31 is a key deadline for contributions to many tax-advantaged accounts, while Roth conversions, charitable giving, and tax-loss harvesting can help lower taxes.

12/11/2025

"For retirees, your first RMD is due by April 1 of the year after turning 73, and the deadline for future withdrawals is Dec. 31."

The deadline for required minimum distributions is Dec. 31. Here's how to avoid an IRS penalty of up to 25%.

11/25/2025

Here's more on what kind of donations are tax-deductible, and how to claim a deduction for charitable contributions.

Charitable contributions are generally tax-deductible if you itemize. The amount you can deduct may range from 20% to 60% of your adjusted gross income.

11/19/2025

"As a result of “no tax on tips” becoming law, many restaurants may need to rethink service fees on large groups."

If you don't like service fees restaurants charge large groups, you may be in luck. President Trump's 'no tax on tips' may end it, but restaurants aren't happy.

11/17/2025

"After a strong year for the stock market, many mutual funds are expecting double-digit year-end capital gains payouts for 2025..."

After a strong year for the stock market, many mutual funds are expecting double-digit year-end payouts for 2025. Here's how to avoid the tax hit, experts say.

11/13/2025

The 2025 tax year is quickly coming to an end. Planning ahead now could help lower your tax bill and boost your savings.

Maximize your 2025 tax savings with smart moves like Roth conversions, 401(k) contributions, tax-loss harvesting and charitable giving before the year ends.

10/28/2025

"Many Main Street businesses stand to gain significantly from new tax law deductions into next year"

President Trump's One Big Beautiful Bill provides small businesses with significant opportunities for bottom-line savings on income tax bills.

10/21/2025

"Buying a car in Missouri will look different starting around late 2026."

Missouri drivers will pay sales tax up front and no longer leave the dealership with temporary tags under a new law starting by 2027.

10/14/2025

"The charitable deduction will also be reduced for some higher earners beginning in 2026."

President Donald Trump's "big beautiful bill" made tax changes that could impact your year-end charitable giving. Here are the things to know.

10/09/2025

Important reminders for October Extension Filers!
https://ow.ly/3Sqr50X9uf6.

Most taxpayers who requested an extension of time to file for their federal income tax return will have until October 15, to file.

09/30/2025

"And if you do happen to hit either, or both, of the current lottery jackpots, or any others in the future, you also might want to keep these financial and tax tips handy."

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