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Changes to the Child Tax Credit Resulting from OBBBA

The one Big Beautiful Bill Act (OBBBA), which President Trump signed into law in July 2025, permanently extended the enhanced Child Tax Credit beyond 2025. Ed Zurndorfer explains who is a qualifying child for the CTC, and how it's calculated. A practical example is included.


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Important Tax-Savings Affecting 2025 Tax Filings from OBBBA

Ed Zurndorfer gives an outline of the changes in the new tax line that affect 2025 federal income taxes, including new permanently increased standard deductions, increased deduction for seniors. the increase in State and Local Tax (SALT) deduction, and auto loan interest deduction


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Federal Retirees Encounter Weeks of Delay Receiving Tax Documents from OPM

Numerous federal retirees have been waiting for several weeks to receive important tax documents and are unable to reach OPM for assistance. A group of House members has urged OPM to address the issue more...

The post


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2027 COLA Estimate – CSRS | FERS | Social Security

Analysts give a projection of the 2027 cost-of-living adjustment for retirees more...

The post 2027 COLA Estimate – CSRS | FERS | Social Security appeare...


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CSRS / FERS Lump Sum Annuity Option (And How It is Taxed)

If eligible, a retiring CSRS or FERS employee may elect to receive the alternative form of a CSRS or FERS annuity, recieving a lump sum payment equal to the employee’s contributions to the CSRS or FERS Retirement and Disability Fund. Ed Zurndorfer discusses the specific eligibility requirements, the calculation of the lump sum payment and reduced CSRS and FERS annuity, and th...


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