Morgan Financial Group

04/13/2026

April 15th is right around the corner—the deadline to file your taxes! Don’t wait until the last minute to get everything in order and avoid unnecessary stress. Take a little time now to double-check your documents and file with confidence.

04/05/2026

To you and yours, we hope you have a Happy Easter!

02/04/2026

Have you had a child in 2025?

If you have a child between January 1st 2025, and December 31st, 2028,

That child is entitled to a $1,000 seed money from the Treasury Department that can only be deposited into a Trump Account. Now, if you had a child before or those of you who plan to have children after 2028, you can still open and contribute to a Trump account, but you are not entitled to the $1,000 seed money from the government.

𝙃𝙤𝙬 𝙙𝙤 𝙮𝙤𝙪 𝙧𝙚𝙘𝙚𝙞𝙫𝙚 𝙩𝙝𝙚 𝙢𝙤𝙣𝙚𝙮 𝙤𝙧 𝙤𝙥𝙚𝙣 𝙖 𝙏𝙧𝙪𝙢𝙥 𝙖𝙘𝙘𝙤𝙪𝙣𝙩?

On July 5th, they are going to be available. The US Treasury will be setting up and administering the accounts, and you, as the parent, are able to roll it over to a financial institution of your choosing.

𝙒𝙝𝙖𝙩 𝙙𝙤 𝙮𝙤𝙪 𝙣𝙚𝙚𝙙 𝙩𝙤 𝙙𝙤?

Find a local tax prepare and you need to file Form 4547 to claim the seed money and open the account. Or you can go online at https://trumpaccounts.gov/.

Follow for more information on Trump accounts and other tax-related topics.

01/26/2026

Due to hazardous road conditions, we will be closed on January 27th. We will still be available via email.

01/26/2026

Due to the weather, we will be closed on January 26th.

01/20/2026

𝙒𝙝𝙖𝙩 𝙙𝙤𝙚𝙨 “𝙣𝙤 𝙩𝙖𝙭 𝙤𝙣 𝙤𝙫𝙚𝙧𝙩𝙞𝙢𝙚” 𝙢𝙚𝙖𝙣?

The new rule says that, for many workers, PART of the EXTRA money they earn from overtime does not count when the government calculates how much income tax they owe.
• This does not mean all overtime is totally tax-free.
• It means some of the extra pay from overtime can be taken off their “taxable income,” which can lower their tax bill.

𝙃𝙤𝙬 𝙢𝙪𝙘𝙝 𝙤𝙫𝙚𝙧𝙩𝙞𝙢𝙚 𝙘𝙖𝙣 𝙗𝙚 𝙩𝙖𝙭-𝙛𝙧𝙚𝙚?

There is a limit to how much overtime pay can get this special tax break.
Most single workers can only get the tax break on overtime up to $12,500, and married couples who file taxes together get $25,000.
• If someone earns more than a certain income level, the tax break starts to shrink.
• Very high earners may not get much (or any) of this benefit

An important note: the overtime must be "qualified."

Also, your employer isn't required to track how much is qualified, so figuring out how much of your overtime is qualified will be difficult.

How do you figure this out so that you can claim this deduction while it's available?

The best way is to talk to your tax professional and see what they need to calculate your overtime deduction.

12/24/2025

Our office will be closed 12/24-12/26 and 12/31-01/02.

We wish you a Merry Christmas and a Happy New Year!

12/10/2025

𝗧𝗵𝗲 𝗻𝗲𝘄 𝗠𝗼𝗿𝗴𝗮𝗻 & 𝗦𝗵𝗶𝗻𝗮𝘂𝗹𝘁 𝗪𝗲𝗮𝗹𝘁𝗵 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀 𝘄𝗲𝗯𝘀𝗶𝘁𝗲 𝗶𝘀 𝗹𝗶𝘃𝗲! 🚀

If you’re ready to simplify your money, plan for retirement, or build long-term wealth, their team makes it easy to get started.

Explore the new site: www.mandswealth.com

11/26/2025

Happy Thanksgiving from our family to yours!

Our office will be closed from 11/27-11/28, we will be open on December 1st.

11/10/2025

Our offices will be closed from 11/10-11/12.

We will still be available through email.

Thank you.

11/05/2025

🎉 𝗪𝗲𝗯𝘀𝗶𝘁𝗲 𝗟𝗮𝘂𝗻𝗰𝗵 𝗔𝗹𝗲𝗿𝘁!

We’re thrilled to unveil the brand-new website for Morgan Financial Group — a trusted partner for wealth enhancement and tax strategy. 💼💡

Explore their sleek new site to see how they help clients maximize wealth and minimize tax.
👉 www.morganfingroup.com

06/08/2024