The Tax Cuts and Jobs Act: What’s Set to Expire in 2025?
The Tax Cuts and Jobs Act (TCJA) of 2017 introduced sweeping changes to the tax code, benefiting many individuals and businesses. However, […]
Strategic Year-End Financial Checklist for 2024
As 2024 winds down, now is the time to ensure your financial house is in order. A strategic year-end financial review can […]
Comprehensive End-of-Year Checklist for Businesses
The end of the year is a pivotal time for business owners to tie up loose ends, prepare for tax season, and […]
Essential Year-End Tax Strategies for Small Business Success
As the year draws to a close, small business owners have a valuable opportunity to implement tax strategies that can reduce their […]
Keep Track of Home Improvements: Avoid a Tax Surprise
Selling your home can bring significant financial benefits, but it also presents potential tax challenges. Understanding these tax pitfalls can help […]
Estate Taxes: What EVERYONE Should Know
Many taxpayers overlook federal estate taxes, assuming they won’t be affected. However, ignoring them could be a costly mistake. Why? Not […]
5 Tax Surprises for the Newly Retired
Retirement is finally here! Your savings accounts are set, Social Security benefits are coming in, and your pension is ready. Everything […]
Are You Missing Out on the 20% Qualified Business Income (QBI) Deduction?
If you’ve used a DIY tax prep software the past few years and have an S-corporation, partnership, self-employment income, rental […]
7 Tax Tips to Aid in Early Retirement
Wouldn’t it be nice to leave the workforce early without worrying about having enough money for retirement? With the right financial […]
Cash In on 0% Capital Gains Tax Rate
Did you know there’s a way to pay no taxes on certain capital gains? While the maximum capital gains tax rate […]
Boost Your Refund: Essential Deductions for Non-Itemizers
Can’t itemize? You still have tax breaks! It’s a common misconception that if you take the standard deduction, there are few additional […]
Uncover the Truth: IRS Myths, Tips, & Tricks Revealed
When it comes to IRS audits, there are plenty of myths and misconceptions floating around. The complexity of the tax code […]
