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...
by Stephanie Nolan | May 13, 2025 | Accounting, Small Business
Pulling monthly financial reports is essential for a small business to succeed. Without them, it’s like a ship sailing with no map. The U.S. Small Business Administration recommends managing your financials with these reports as a regular practice. But it’s easy to...
by Stephanie Nolan | Mar 25, 2025 | Individual Tax
Have you ever made a mistake on your tax return? From data entry errors to misunderstanding tax credits, the most common tax mistakes can often be avoided with a little extra care and preparation. In this post, we’ll walk you through the top ten tax filing mistakes to...
by Stephanie Nolan | Mar 5, 2025 | Individual Tax
An unexpected tax notice can be a bit of a shock. Unexpectedly needing to pay hefty tax penalties and interest is a reality for many individuals, with some even needing to serve time for tax fraud. The IRS has seen a recent surge in IRS penalties issued, with many...
