by Blessing Obasuyi | Dec 30, 2025 | Individual Tax
Deciding when to start drawing Social Security is one of the most important financial decisions retirees faces, especially in 2025, as several policy shifts and economic factors are reshaping the landscape. At a glance: Individuals can start drawing social...
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 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 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 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...
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 —...
