Getting Married Soon? Tax Considerations for Newlyweds
The wedding planning may be done—but the tax planning is just getting started. From filing status changes to healthcare and withholding updates, marriage can bring major tax surprises.
Will You Pay a Medicare Surcharge?
Medicare isn’t one-size-fits-all—especially when it comes to what you’ll pay. Your income could impact your premiums through IRMAA surcharges. Learn how Medicare works, what it covers, and smart strategies to potentially lower your costs.
Peer-to-Peer Payments Are Popular, but Be Careful
Sending money through apps like Venmo or Zelle is fast and convenient—but it’s not risk-free. Learn how to protect yourself from costly errors and fraud when using peer-to-peer payment services.
Don’t Get Played by a “Finfluencer”: Why Your Tax Pro Should Be Your First Call
Scrolling for financial tips? Be careful—what sounds like savvy advice on TikTok could leave you owing thousands to the IRS. Before you follow that “tax hack” or investment shortcut, read this. We break down why social media isn’t the place for serious financial advice—and what to look for instead.
The Retirement Tax Surprise: What Boomers Need to Know Before It’s Too Late
You did it—you saved, you planned, and now retirement is here (or close!). But did anyone warn you about the tax storm waiting on the other side? From RMDs to Medicare premiums, retirement could be your highest-taxed phase yet. Don’t let surprise taxes derail your golden years.
You Are Not an ATM
Tired of feeling like an ATM for your business? It’s time to flip the script. Adopting a Profit First mindset helps you protect your personal finances while growing a thriving, sustainable business. Learn how to stop funding a money pit and start building lasting profit.
The Changing Tax Picture for Student-Athletes and Donors in the NIL Era
Student-athletes are cashing in on their name, image, and likeness—but the IRS is paying attention too. From unexpected tax bills to changes in donor deductions, the NIL era brings big opportunities and big risks.
How to Choose the Perfect Business Entity for Your Venture
Sole proprietorship, partnership, LLC, or corporation? Choosing the right business structure can shape everything from your taxes to your personal liability. Before you file anything, get familiar with the pros, cons, and key differences — and why it’s smart to consult trusted advisers before making a decision.
Maximize Your Business Vehicle’s Potential: Essential Tips for Smart Tax Savings and Efficiency
From mileage logs to Section 179 write-offs, the tax rules for business vehicles are more complex than they appear — but also full of opportunities. Whether you’re driving a company car, leasing a vehicle, or even using a motorcycle for work, the method you choose can make a big impact on your bottom line.
FinCEN Rule Ends BOI Reporting for Domestic Companies
FinCEN just eased the burden of BOI reporting for domestic companies with a new interim final rule—no more initial or updated filings required under the Corporate Transparency Act.