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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

Do I need to report beneficial ownership?

Innocent Spouse Relief

Innocent Spouse Relief is for situations where your spouse made errors on a joint tax return, you were unaware, and now you’re facing extra taxes as a result. This relief could exempt you from paying ... ...more

Taxes ,IRS &Other

October 29, 2024•1 min read

Hello, is it me you’re looking for?

It’s a quiet evening and you’re settling in to watch the latest reality show. Your cell phone rings. You answer it without looking. The caller claims to be the IRS. They want money or they’ll send the... ...more

IRS ,Other

May 05, 2024•3 min read