New Year Financial Review Checklist
The start of a new year is the perfect time to review your financial, legal, and personal strategies. A thoughtful annual review […]
Common Tax Deductions & Credits
As we prepare to file your 2024 tax return, here are some important tips and reminders to ensure everything is in order: […]
Smart End-of-Year Tax Moves to Maximize Savings in 2024
Now is the time to make strategic end-of-year tax moves that could significantly impact your financial outcome for the year. While many […]
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 […]
