Trump Accounts – Don’t Miss Out on This Opportunity for Your Children cover

Trump Accounts – Don’t Miss Out on This Opportunity for Your Children

With the introduction of Trump Accounts under President Trump's One Big Beautiful Bill Act (OBBBA), a new opportunity has been created for American families to set up tax-advantaged savings accounts for their children younger than 18.
Read more
What To Do When You Get an IRS Notice (And Why You Don’t Need to Panic) cover

What To Do When You Get an IRS Notice (And Why You Don’t Need to Panic)

There’s nothing quite like opening the mailbox, seeing an envelope with “Internal Revenue Service” printed on it, and feeling your stomach drop. Even people who are perfectly organized — even people who’ve done everything right — feel the same jolt of panic when they receive an IRS notice.
Read more
Profitability Check

How to Conduct a Profitability Check (Before Growth Kicks Back In)

A simple profitability check is such a powerful tool. It shows you exactly where your money is coming from, where it’s leaking, and what needs attention before you take your next step.
Read more
Advisory

What Is Advisory — And Is It Right for You?

Most people think their financial professional focuses on the past: last year’s tax numbers, last quarter’s profit, last month’s expenses. That’s the compliance world. It’s essential, of course. But it’s focused on what already happened.
Read more
LLC

Why an LLC?

An LLC (Limited Liability Company) is a flexible business structure that creates a legal distinction between its owners and the business itself. This separation shields the owners' personal assets from business liabilities and debts, a crucial safeguard not offered by simpler structures like sole proprietorships.
Read more
Protest

The Weirdest Tax Protests in the Last Century

Taxes are usually dull. But every so often they spark something strange, from performance-art protests to digital revolts to tractor blockades. Here are five tax uprisings that broke the mold over the last 100 years.
Read more
tax advice

Beware of Social Media Tax Advice: The Risks and Consequences

In today’s digital age, social media serves as a hub of information on almost every topic imaginable, from cooking recipes to financial advice, including taxes. However, as accessible as these platforms are, they pose a significant risk when used as a source for tax advice.
Read more
Tax Planning

Year-End Individual Tax Planning Opportunities

Year-end is rapidly approaching, as are the holidays. So, before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for your 2025 tax filing. Here are last-minute tax issues you might consider:
Read more