by Tabitha Regan | Aug 24, 2026 | Family, Individual Tax, Tax Planning
Starting a family can be one of the most rewarding experiences of your life. On top of new responsibilities for your child’s physical and emotional wellbeing, it is important to think about their financial wellbeing early. Get a head start with a solid financial plan...
by Tabitha Regan | Jun 15, 2024 | Family, Individual Tax
Owning a vacation home is a dream come true for many, providing a getaway spot for relaxation and a potential source of rental income. However, the tax implications can be daunting. This guide will answer the most common questions for those who own a second home, and...
by Tabitha Regan | Mar 19, 2024 | Family, Individual Tax, Tax Planning
Most of us know and understand the basics of how to write a will and testament (identifying beneficiaries, finding an executor, getting a notary, etc.), but what do high-net-worth individuals need to keep in mind when it comes to estate tax planning and will creation?...
by Tabitha Regan | Jul 22, 2022 | Small Business, Tax Planning
Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your accountant. If you’re self-employed, you’ll need to pay your own FICA taxes and take charge of your own retirement...
by Tabitha Regan | Mar 4, 2022 | Individual Tax
With near-record-low home mortgage interest rates, the housing market has been booming. September 2020 existing home sales were up 9.4% from August 2020 and 20.9% from 2019, according to the National Association of Realtors. If you sold your home this year or are...
