by Tabitha Regan, CPA | Jan 28, 2026 | Featured, Individual Tax
For decades, taxpayers and tax professionals have relied on a simple rule: timely mailing equals timely filing. Under Internal Revenue Code §7502, if a tax return or payment is postmarked on or before the filing deadline, it is treated as filed or paid on time –...
by Tabitha Regan, CPA | Jan 14, 2026 | Individual Tax
In December 2025, the IRS released Notice 2025-68, announcing proposed regulations for a new type of tax-advantaged account known as a Trump Account. These accounts were created under the One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, and are...
by Tabitha Regan, CPA | Jan 1, 2026 | Individual Tax, Small Business
Beginning in tax year 2026, several significant federal tax changes enacted under the One Big Beautiful Bill will take effect, reshaping deductions, credits, and planning opportunities for individuals, families, and business owners. Many of these provisions are...
by Tabitha Regan, CPA | Dec 3, 2025 | Individual Tax, Tax Planning
Our tax expert Tabitha Regan, CPA/PFS, CFP® has compiled the most important and relevant year-end tax tips for individuals. New in 2025: Increased SALT Deduction The OBBBA of 2025 raises the cap on the state and local tax (SALT) deduction for taxpayers that itemize...
by Tabitha Regan, CPA | Oct 28, 2025 | Featured, Individual Tax, Tax Planning
Georgia has tax credit programs in place for Georgia residents to re-direct their tax dollars to programs of their choice. Tax credits give you a “dollar for dollar” benefit which means a $1 tax credit is equivalent to paying $1 in Georgia taxes. Review our tax credit...
