Tax

Informative Research integrates Halcyon into verification platform

Halcyon, HWmember, Income verification, Mortgage, Partnerships, Tax, Technology / Ricky Vasquez

Informative Research, a provider of credit and verification solutions to the mortgage lending community, announced on Monday the availability of Halcyon’s IRS tax transcript service within Informative Research‘s verification platform. The enhancement expands Informative Research’s suite of income verification and employment verification options, enabling lenders to access secure, permissioned tax transcript data directly from the […]

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What’s the best strategy for seniors to take required minimum distributions?

HWmember, Internal Revenue Service, Retirement, Reverse, Tax / Ricky Vasquez

Tax-deferred retirement accounts are a necessary source of income for seniors looking to age in place. But it can be confusing to navigate the options for taking the required minimum distributions (RMDs) from the account as mandated by the IRS — especially given the tax implications. What’s the best approach for seniors as they plan

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NAR celebrates passage of the ‘Big Beautiful Bill’

Data & Visuals, Donald Trump, House of Representatives, HWmember, Legislation, Low-Income Housing Tax Credit, National Association of Realtors, Opportunity Zones, Real Estate, Senate, Tax / Ricky Vasquez

The National Association of Realtors (NAR) praised the narrow passage of President Donald Trump’s One Big Beautiful Bill Act — a sweeping tax reform measures that includes a slate of real estate-related provisions. Last week, the legislation passed the House of Representatives by a vote of 218-214, which followed a 50-50 vote in the Senate

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One ‘Big Beautiful’ win: House advances budget bill for Trump’s signature

Congress, Donald Trump, House of Representatives, Housing Market, HWmember, Legislation, Low-Income Housing Tax Credit, Politics, Senate, Tax, Tax Cuts and Jobs Act / Ricky Vasquez

President Donald Trump’s One Big Beautiful Bill Act is about to become law. The House of Representatives on Thursday voted to advance the budget reconciliation bill by a razor-thin margin, echoing the 50-50 tie in the Senate that required Vice President JD Vance’s vote in order to advance the legislation. The White House has scheduled

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Are seniors getting reduced Social Security or a tax break?

HWmember, Retirement, Reverse, Social Security, Social Security Administration, Tax, Trump administration / Ricky Vasquez

Up to 2 million Americans could see their Social Security payments reduced by 50% in late July as the Social Security Administration (SSA) is cutting payments to recoup the billions of dollars it overpaid to some Americans in recent years. In April, the SSA announced that it would begin recovering about $72 billion in improper

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GOP megabill cutting CFPB funding goes to Trump’s desk

Economy, Politics and policy, Regulation and compliance, Tax / Ricky Vasquez

Bloomberg News WASHINGTON — The House narrowly passed a massive tax and spending bill, capping months of deliberations and sending President Trump’s signature legislative priorities to his desk, where he is expected to swiftly sign it, symbolically, on July 4. The bill passed in a 218-214 vote, mostly along party lines. Reps. Thomas Massie of

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What’s in Trump’s ‘Big Beautiful Bill’ for seniors?

Congress, House of Representatives, HWmember, Legislation, Low-Income Housing Tax Credit, Reverse, Senate, Tax, Trump administration / Ricky Vasquez

President Donald Trump’s “Big Beautiful Bill” is headed back to the House for reconciliation after passing the Senate with a tiebreaking vote from Vice President JD Vance. The 1,116-page multitrillion-dollar bill contains some key changes for older Americans, including a senior bonus tax deduction that would offset taxes on Social Security. But the bill also

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Housing industry cheers Senate passage of the ‘Big Beautiful Bill’

Congress, House of Representatives, Housing Market, HWmember, Legislation, Mortgage Bankers Association, National Association of Realtors, Politics, Senate, Tax, Trump administration / Ricky Vasquez

Senate Republicans on Tuesday advanced President Donald Trump’s sprawling “Big Beautiful Bill” in a last-second flurry that required Vice President JD Vance to cast a tie-breaking vote. All 47 Senate Democrats voted against the bill, with Republicans Susan Collins, retiring Thom Tillis and Libertarian deficit hawk Rand Paul joining them. The bill now goes back

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Senate GOP to offer $40K SALT cap with lower income threshold

SALT deduction, Tax, Trump tax plan / Ricky Vasquez

Senate Republicans are coming around to the $40,000 cap on state and local tax deduction key House lawmakers demand in President Donald Trump’s massive tax package, but they want to lower the income threshold. Senator Markwayne Mullin of Oklahoma, a key negotiator, said he plans to make the offer late Monday to House Republicans from

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IRS stipulation could have consequences for seniors in a declining stock market

HWmember, Internal Revenue Service, New York Times, Retirement, Reverse, Social Security, Stock Market, Tax / Ricky Vasquez

Growing fears of a retirement crisis in the U.S. are no secret as Americans face a future that potentially includes fewer Social Security benefits. But the uncertainty of Social Security is not the only thing that seniors should consider as they seek to safeguard their financial well-being. Over the weekend, The New York Times detailed

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Informative Research integrates Halcyon into verification platform

What’s the best strategy for seniors to take required minimum distributions?

NAR celebrates passage of the ‘Big Beautiful Bill’

One ‘Big Beautiful’ win: House advances budget bill for Trump’s signature

GOP megabill cutting CFPB funding goes to Trump’s desk

What’s in Trump’s ‘Big Beautiful Bill’ for seniors?

Housing industry cheers Senate passage of the ‘Big Beautiful Bill’

Senate GOP to offer $40K SALT cap with lower income threshold

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