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Understanding Trump Accounts: what parents need to know about the new child-focused IRA

Trump Accounts are a new type of tax-advantaged retirement account for children, created under 2025 legislation and clarified by recent IRS guidance. While contributions can't begin until mid-2026, fa

Meredith’s Promotion to Principal

The Walz Group is proud to announce the promotion of Meredith Reinhart to Principal, effective January 2026. Meredith’s promotion marks an exciting milestone for both her and the firm.

Your 2026 tax season survival guide

Important tax changes you need to know about this year.

IRS clarifies 100% first-year bonus depreciation rules

The IRS recently issued new guidance clarifying how the permanent 100% bonus depreciation deduction will work moving forward. This allows businesses to fully deduct the cost of qualified property in t

Is My Inheritance Taxable? What You Need to Know

Receiving an inheritance can raise a lot of tax questions. Is it taxable? The answer depends on what you inherited and how. Here’s a clear breakdown of when inherited assets are taxed or not.

Walz Group R&D Tax Credit Case Study

By working with the Walz Group, Company EV was able to successfully claim the R&D Tax Credit, and the associated capital benefits.

Solo 401(k) vs. SIMPLE IRA: What’s Right for Your 2025 Retirement Strategy?

Big tax savings, flexible contributions, and long-term growth—but which plan delivers more? If you're self-employed or run a small team, this comparison helps you pick the smarter path to retiremen...

What to Expect in a Deposition: How to Prepare and Protect Yourself

Being called to give a deposition can feel intimidating, but preparation is key. Depositions are a critical part of the discovery process, and what you say under oath can directly impact the out...

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