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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
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
What Education Expenses Are Tax Deductible?
Navigating college expenses can be overwhelming, but understanding which costs are eligible for tax deductions or credits can help lighten the load. In this blog, we break down the IRS rules for educa... ...more
Deductions ,Taxes &Expenses
December 10, 2024•2 min read
Can I deduct IRA contributions on my taxes? (2024 Update)
A concise guide to 2024 IRA contributions and deductions, covering MAGI thresholds, filing status rules, and real-life examples for both Traditional and Roth IRAs. Learn how to maximize your retiremen... ...more
Deductions ,Taxes
December 03, 2024•3 min read
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