The 'One Big Beautiful Bill' Act Overview
The signature Republican mega legislation has a very appropriate nomenclature, as it combines taxing and spending across a broad range of issues. While the ultimate cost of the bill and the political...
Subscribe to our Newsletter
We respect your privacy and promise not to sell your address or send you spam.
A Sweet Tax Strategy: Double Dipping on Tax Savings for Charitable Giving
Imagine biting into a fried OREO® cookie - that crispy, sugary exterior giving way to the creamy center. Now, picture a tax strategy that's just as deliciously layered. Welcome to the world of...
Lower Tax Rates are Expected to Sunset in 2025. It's Time to Start Planning Now.
We just got back from the AICPA (largest CPA membership group) national conference in Las Vegas. The yearly gathering of top-notch speakers and educators at the AICPA national conference in Las Vegas...
Unlocking the Benefits of an HSA: What You Need to Know
Discover the benefits of Health Savings Accounts (HSAs) and how you can use them to reduce your taxes paid.
An Overview of Investing in Private Equity, Credit, and Real Estate
As an investor, you may have heard of private market investments and wondered what they are and how they differ from the public markets. By their nature, private market investments are harder to...
Maximize Your Tax Savings: My Favorite Year-End Planning Strategies
Just like the aroma of pumpkin spice lattes filling the air and the excitement of choosing Halloween costumes, this time of year is ideal for diving into year-end tax planning. These are my favorite...
Tax Planning Strategies to Consider at Year End
A simple list of year-end tax planning strategies to consider before 2022
Five Tax Breaks This Dentist Received After Buying the Practice
Buying into the practice comes with tax benefits. We explore the five common tax breaks new owners receive when purchasing a practice and use example numbers from a real purchase.
Tax Update: The proposals in the American Families Plan
The latest updates on the American Families Plan proposal released by Congress on September 13, 2021
