Estate Planning
Estate and Gift Tax Limits for 2026
Posted ByFebruary 17, 2026
Tax Planning
Maximizing Your Wealth: The Importance of Year-End Tax Planning
As the year draws to a close, individuals and business owners often find themselves balancing year-end goals, holiday plans, and financial reviews. Amid the activity, it’s essential not to overlook year-end tax planning. Taking time now to review your income, deductions, and investment activity can meaningfully impact your long-term financial position. At Schultz Financial Group
Posted ByOctober 25, 2025
Tax Planning
Understanding the “One Big Beautiful Bill Act”: What It Means for Affluent Families and Business Owners
On July 4, 2025, President Trump signed H.R.1, the One Big Beautiful Bill Act (OBBBA) into law. This bill builds on the foundation laid by the 2017 Tax Cuts and Jobs Act (TCJA). OBBBA extends many of the provisions from TCJA and introduces a series of new deductions, credits, incentives, and planning opportunities for affluent
Posted ByJuly 23, 2025
Retirement Planning
Understanding Required Minimum Distributions
Understanding Required Minimum Distributions (RMD) is imperative for effective retirement planning. RMD rules can be complicated and difficult to understand, so we’ve outlined common questions and explanations to help you.
Posted ByApril 10, 2025
Financial Planning
Health Savings Accounts (HSAs) – 2025 Limits
A Health Savings Account (HSA) is a tax-advantaged medical savings account available to individuals who are enrolled in high-deductible health plans. HSAs have three main tax advantages.
Posted ByFebruary 24, 2025