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Can I Deduct HOA Fees?

Are HOA fees tax-deductible? It depends. While fees for a personal residence aren’t deductible, you may qualify for partial or full deductions if you use your home for business, rent out a room, or ow... ...more

Deductions ,Other

June 02, 2025•4 min read

Disaster Distribution

Facing a Natural Disaster? Here's What to Know About Tapping Your Retirement Savings. If you've been hit by a hurricane, wildfire, or other major disaster, you might be eligible to access your retirem... ...more

IRS ,Other

May 20, 2025•4 min read

Marriage Tax Matters

Marriage changes more than your relationship status, it transforms your financial and tax landscape! This blog explores the key tax implications of tying the knot, from the benefits and pitfalls of jo... ...more

Taxes ,Other

January 07, 2025•2 min read

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, 2024•3 min read

Review and Update Retirement Beneficiaries!

Should I do a Roth Conversion?

Deciding whether to convert your tax-deferred retirement account to a Roth IRA or Roth 401(k) isn’t as straightforward as it seems. While Roth conversions promise tax-free withdrawals in retirement, t... ...more

Taxes ,IRS &Other

December 23, 2024•3 min read

Do I need to report beneficial ownership?

Do I Need to Report Beneficial Ownership Information?" explores the complexities of Beneficial Ownership Information (BOI) reporting and its impact on small businesses. This insightful guide breaks do... ...more

Taxes ,Other

December 17, 2024•3 min read