From “no taxes on Social Security” to tip deductions and new starter accounts, the OBBB Act created a handful of real planning opportunities—most of them temporary. This month, we help you sort hype from strategy.

March is here, and with it comes market updates, tax planning strategies for 2025, and a little Irish luck! This month, we break down how new tariff policies and economic uncertainty may affect your investments, plus we share tips to help you maximize tax savings in the year ahead. And for some fun—don’t miss our St. Patrick’s Day recipes!

Minimizing your audit risk is all about proactive planning and accuracy. Learn best practices to keep your tax filings error-free and compliant with IRS regulations.