by Stephanie Nolan | Dec 16, 2025 | Individual Tax
Recently, MarketWatch reported that 51 percent of Americans have worked a side hustle in the past year, with the percentage being much higher (72 percent) for younger, Gen Z Americans. For more than half of us, it’s a direct way to make ends meet. Since so many of us...
by Stephanie Nolan | Dec 10, 2025 | Small Business, Tax Planning
As year-end approaches, now is the ideal time for business owners to take a proactive look at their tax picture and consider strategies that can reduce their taxes, help cash flow and position the company for success in the coming years. Review our top tax planning...
by Stephanie Nolan | Nov 5, 2025 | Individual Tax, Infographic
Tax Season Document Checklist (Transcript) 1. Identification Social security numbers Bank account numbers Dates of birth Last year’s tax return 2. Income W-2 forms IRA/Pension distributions (1099-R) Social Security benefits (SSA-1099) Contract work (1099-NEC) Interest...
by Stephanie Nolan | Sep 23, 2025 | Family, Individual Tax
When you choose a beneficiary for life insurance, retirement accounts, or other assets, you’re making one of the most important legacy planning decisions of your life. The person (or organization) you select will inherit the asset directly — often outside of probate —...
by Stephanie Nolan | Sep 8, 2025 | Small Business
As a small business owner, offering healthcare benefits can feel like a balancing act between cost and compliance. One popular option is a Health Reimbursement Arrangement (HRA), a tax-advantaged benefit that allows you to reimburse employees for qualified medical...
