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Does my child have to file a tax return? 2024 Update

In this blog, we dive into whether your child needs to file a tax return. We break down the 2024 guidelines to help parents understand the thresholds that determine whether a child must file based on ... ...more

Income ,Taxes &IRS

March 18, 20253 min read

Does my child have to file a tax return? 2024 Update

What are my retirement account catch-up amounts?

The blog outlines the updated retirement account contribution limits for 2025, including increases in 401(k) and SIMPLE plan limits. IRA contribution limits remain at $7,000, with catch-up contributio... ...more

Deductions ,Income

January 14, 20254 min read

What are my retirement account catch-up amounts?

Review and Update Retirement Beneficiaries!

Death is unavoidable, yet failing to prepare for it can lead to financial chaos for your loved ones. This blog highlights the critical importance of updating beneficiary designations on retirement acc... ...more

Income ,Other

December 31, 20243 min read

Review and Update Retirement Beneficiaries!
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Lisa Brugman, EA & Associates

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