Camp Tax & Wealth Partners, LLC

06/16/2026

A recent ruling in the court case Kwong v. United States has opened the door for certain taxpayers to claim relief and possible refunds for IRS penalties and interest incurred during the COVID-19 period. This “period” refers to the timeframe of January 20, 2020 – July 10, 2023.
Although the ruling has been made, it could take several years for it to become law. However, the IRS has made a deadline of July 10, 2026, to make a claim for this relief. This case ruling opened the door for relief; however, relief is not guaranteed.
If you were charged IRS penalties such as late filing, late payment or estimated tax penalties during the COVID-19 period, you may be subject to refunds. The relief is not automatic, and a claim must be filed. If you believe this applies to you, you need to contact our office in a timely manner for a review.

01/19/2026

The Big Beautiful Bill contains a number of great benefits for many businesses and individuals. One of these that might get missed is the nontaxability of overtime pay for many taxpayers.

For the 2025 year, the amount of overtime pay is NOT shown on your W-2. If your were paid overtime during 2025, you must let us know the total amount of overtime pay.

01/16/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

01/14/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

01/13/2026

Markets ended 2025 on a quiet note, but Q4 closed with gains across all major U.S. indexes as investors weighed lower interest rates, mixed labor data, and ongoing economic delays from the October shutdown. The S&P 500 rose 2.35% for the quarter, while the Dow led with a 3.59% gain. As we kick off the new year with resolutions and fresh starts, many of us reach for our favorite morning brew. But have you ever wondered about the global love affair with coffee and tea? Check out this month's by-the-numbers.

Quarterly Market Insights | January 2026 U.S. and Canadian Markets U.S. stocks notched a solid gain in the fourth quarter as investors cheered lower interest rates and solid corporate profits while navigating limited economic updates due to the U.S. government shutdown. The Standard & Poor’s 500 I...

01/12/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

01/09/2026

It’s possible to avoid these classic retirement traps, with a little preparation.

Beware of these traps that could upend your retirement.

01/07/2026

📈✨ With tax season here, it's time to explore tax-saving opportunities you shouldn't overlook! By incorporating tax-intelligent strategies into your larger financial plan, you could unlock potential ways to keep more of what you earn.

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01/05/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

01/02/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.