By David S. Burnett | June 20, 2026 Trump Accounts are a new savings option for children, and they deserve attention beyond the politics around the name. For eligible children, the account can include a one-time $1,000 contribution from the U.S. Treasury. For others, it may still offer a tax-efficient way for families to invest early and let compounding work over time. Like any tax-advantaged account, rules matter. Contributions are limited, and the money is generally locked up until...

I was recently interviewed about charitable giving and how to do it strategically from a tax perspective. Many thanks to SUCCESS Magazine and Kathryn Streeter for her excellent article!

I was recently interviewed about the One Big Beautiful Bill Act and it's impact on taxpayers in or near retirement. Many thanks to The Franklin Prosperity Report and Jill Schildhouse for her excellent article!