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  • Home Improvements and Your Taxes

    Now we are in the middle of 2024 and are squarely in home-improvement season. In fact, the warm-weather seasons are the most popular time of year to do home…

  • Business Owners, Take Note of These Important March 15 Tax Filings

    Although a lot of energy and attention are paid to Tax Day on April 15, business owners actually are required to be ahead of the game. March 15 is a crucial…

  • Doing Business in Multiple States? You Need a Tax Expert.

    There was a time in the not-so-distant past when a small-business owner set up shop in a building. They hired employees, who showed up each day to that…

  • 5 Money Moves to Make Before the New Year

    There’s been a lot of talk lately about what awaits us in 2024 — a recession? More or less inflation? A hold on interest rates? A tax increase? A new…

  • Could You Benefit From a 1031 Exchange?

    Learn about the tax benefits of this property-swap tax loophole for investors. Real estate is a sound investment for a few reasons. Real estate tends to…

  • The ABCs of ISOs

    Understanding Taxes on Incentive Stock Options Direct income is frequently the first consideration we have when a job offer presents itself. But there are…

  • How Will the New Secure 2.0 Act Affect You?

    Americans are woefully unprepared for retirement. According to a recent survey by Clever Real Estate, retirees lost 10% of their savings in 2022, ending the…

  • 2022-2023 Tax Law Changes That Could Affect You

    They say only two things are certain in this world — death and taxes. I might amend that list to add a third item: tax law changes. A slew of changes have…

  • 8 Money Moves to Make at Year’s End

    Set yourself up for financial success in 2023. Spend the last month of 2022 reviewing what went well for you financially and what can be done better in the…

  • End-of-Year Tax Planning Checklist

    I don’t think anyone would argue that the last three tax years have been bizarre, to say the least. From Pandemic-driven extensions to the tax filing date…

  • Understanding the New Tax Laws for Renewable Energy

    The Inflation Reduction Act was signed by President Biden on August 16, 2022, officially making it a law. Although there are numerous aspects to the law,…

  • Back-to School Budget Blues?

    Tax credits and savings plans could help with the high cost of college. As workers are changing jobs at a record pace and considering new careers, many are…