As with most tax law changes, there come rules and restrictions. I will cover some of the key points of this new deduction: Starting in 2025 and running through 2028, the OBBBA introduces a new, additional tax deduction for individuals aged 65 and older. This is on top of: The regular standard deduction, and The existing “65 or older” additional standard deduction Or in conjunction [...]
This gives many taxpayers with a balance due to pay their debt in full with the interest and penalties waived. It only runs October 1, 2025 thru November 17, 2025 so act quickly! Read the details: https://tax.illinois.gov/research/publications/bulletins/fy-2026-01.html
2025_facts_about_life_insurance Educate yourself and take action!
obba handout 2 pages
Treat Your Business Like A Business powerpoint FINAL COPY In case you missed it or want to revisit a topic! Here is our presentation.
Merlak Tax Advisory Group, Inc.
8411 Pyott Rd. Suite 107
Lake in the Hills, IL 60156
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Merlak Tax Advisory Group, Inc. are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only. It is not a solicitation or recommendation of any investment strategy or intended to provide tax or legal advice. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Merlak Tax Advisory Group, Inc.
8411 Pyott Rd. Suite 107
Lake in the Hills, IL 60156
Our Commitment To You
At Merlak Tax Advisory Group, Inc., helping you achieve your vision is our number one goal. We work closely with you to objectively assess your individual tax strategy, and help provide solutions tailored to your needs. Read More.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Merlak Tax Advisory Group, Inc. are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only. It is not a solicitation or recommendation of any investment strategy or intended to provide tax or legal advice. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
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