by Tabitha Regan, CPA | Jun 4, 2024 | Individual Tax, Tax Planning
As summer sets in, it’s the perfect time for high-net-worth individuals to perform a mid-year tax check-up. Mid-year tax planning can save you from surprises come tax season and ensure you’re on track to maximize your financial situation. Here’s a...
by Tabitha Regan, CPA | May 31, 2024 | Featured, News, Tax Planning
The recent Georgia Legislative Session resulted in several pieces of legislation impacting taxes and tax planning for Georgia residents. Overall, the legislation was very tax-friendly for Georgia residents and businesses. Review our summary of the legislation and how...
by Tabitha Regan, CPA | Apr 25, 2024 | Individual Tax
Divorce brings financial challenges, and understanding the tax implications is crucial for a smooth transition. By considering factors such as filing status changes, alimony, property division, and retirement, you can navigate the complexities and make informed...
by Tabitha Regan, CPA | Mar 12, 2024 | Small Business, Tax Planning
In the complex world of tax regulation, understanding the interplay between state and federal tax systems is crucial for businesses seeking to optimize their tax strategies. For S-Corporations, LLCs and Partnerships, state pass-through entity (PTE) tax elections...
by Tabitha Regan, CPA | Mar 5, 2024 | Individual Tax
Living a dynamic lifestyle that involves multiple residences in different cities can be exhilarating, but it also adds a layer of complexity to the annual ritual of paying taxes. Let’s delve into the nuances of paying taxes while living in multiple cities, exploring...