Social Security 101
Learn the basics of Social Security benefits. Understanding full retirement age, claiming options, spousal benefits, and more can make a big difference in your financial future!
Understanding the Tax Implications of Inheriting or Receiving a Home as a Gift
Inheriting vs. Gifting: What’s the better tax move for a home? Discover the tax implications and key considerations when deciding whether to receive a home as a gift or as an inheritance.
What Stubborn Inflation Could Mean for the U.S. Economy
It’s important to keep in mind that the most dangerous battle against inflation seems to have been won. The issue now is that there has been upward movement during the first three months of 2024.
Relief for Certain RMDs from Inherited Retirement Accounts for 2024
The IRS has announced relief and guidance for certain RMDs from inherited retirement accounts for 2024.
Is Tip Fatigue Wearing You Out?
Are you feeling the ‘tip creep’? Learn about the evolving tipping culture and how to navigate the new norms. From digital prompts to inflation impacts, find out why tipping expectations are on the rise.
Payroll Management: A Complete Guide for SMBs
Struggling with payroll taxes? Our guide will help you navigate the complexities of tax compliance and avoid the pitfalls that can lead to IRS trouble. Stay informed and protect your business!
Installment Sale – A Useful Tool to Minimize Taxes
Thinking of selling a property you’ve owned for a while? Learn how an installment sale could help you manage capital gains taxes and the 3.8% surtax on net investment income.
New SAVE Repayment Plan Offers Key Benefits
The Department of Education’s new SAVE Plan is revolutionizing federal student loan repayment! Enjoy lower payments, full interest subsidies, and more with this generous income-driven plan.
How Overstaffing Can Impact Your Small Business
Overstaffing can sneak up on small businesses, leading to inefficiencies and extra costs. Learn how to identify, tackle, and prevent this common issue while keeping your team engaged and productive.
What to Know About T Plus 1 Trade Settlement
Settlement cycles on U.S. stocks and other securities will shift from two business days to one. Securities affected include stocks, bonds, exchange-traded funds, certain mutual funds, real estate investment trusts, and MLPs traded on U.S. exchanges.