Why Updating Beneficiaries is Crucial After Life Changes 0 Comments / January 22, 2025 The Role of BeneficiariesLife Events That Necessitate UpdatesWhy Regular Reviews... Read more
Seizing the Silver Tsunami: What Millennials & Gen Z Should Know About Acquiring Boomer-Owned Businesses 0 Comments / January 13, 2025 As the Baby Boomer generation enters retirement, a wave of... Read more
Should Tips Be Tax-Free? How Recent Proposals Could Change the Way You Tip 0 Comments / January 10, 2025 Future of tippingProposed bills for tax-free tipsTipping standardsIn recent years,... Read more
How to Prepare for Your Year-End Financial Review: A Guide for Small Businesses 0 Comments / December 18, 2024 As the year draws to a close, it’s time to... Read more
How the 2025 Social Security Adjustments Will Impact Your Wallet 0 Comments / December 9, 2024 The 2025 Cost-of-Living Adjustment (COLA)History of Automatic Cost-Of-Living AdjustmentsImpact on... Read more
Avoid the Trap: Smart Strategies to Prevent Costly Penalties from Underpaying Estimated Taxes 0 Comments / December 4, 2024 Understanding Underpayment PenaltiesDe Minimis ExceptionSafe Harbor PaymentsPayment TimingWithholdingAnnualized PaymentsFarmers and... Read more
Converting a Home into a Rental? Here’s What You Should Know. 0 Comments / November 25, 2024 Discover reasons homeowners convert homes to rentals.Learn how a home’s... Read more
Healthcare Systems and Controversial Tax Breaks: Everything You Need to Know 0 Comments / November 18, 2024 Understand the issue of tax-exempt hospitals.Learn the financial implications of... Read more
