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 […]
A Fresh Look at Municipal Bonds
With interest rates on the rise, it may be time to reconsider some investment alternatives that are regaining popularity—especially municipal bonds […]
Mortgage Payoff Tips: Small Payments Big Savings
Looking for mortgage payoff tips? We’ve got a secret – small payments = BIG money. With 30-year fixed mortgage rates hitting levels […]
Six Summer Strategies for Maximum Tax Savings
Navigating the tax code for maximizing savings can be overwhelming. It’s no surprise that many money-saving deductions go unnoticed with about 75,000 […]
State of the Firm: Highlights and Insights
Happy Summer! A lot has changed over the past year for our firm, from new apps to new teammates. With new investments […]
Mastering the Art of Budgeting: Financial Success in 2024
Embarking on a new year, we face the perennial challenge of effective budgeting. Mastering the art of budgeting is not just […]
The IRS Steps Up: New Business Tax Accounts and Enhanced Online Services
The Internal Revenue Service (IRS) is on the move with its latest updates to support businesses and tax professionals. Originally announced in […]