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 Blessing Obasuyi | Aug 19, 2025 | Individual Tax, Tax Planning
While Married Filing Jointly (MFJ) is often the default for married couples, there are strategic scenarios where Married Filing Separately (MFS) can offer distinct advantages especially for earners managing complex financial portfolios, risk exposure, or long-term...
by Anandi Seetharaman | Aug 8, 2025 | Family, Individual Tax, Tax Planning
Whether it’s your primary residence or second home, selling a house can lead to major tax liabilities. The sale of your home may be taxable, depending on whether you realize a capital gain (profit) from the sale and whether you meet certain conditions for excluding...
by Tabitha Regan, CPA | Jul 11, 2025 | Individual Tax, News, Tax Planning
The H.R. 1: One Big Beautiful Bill was signed into law by President Trump on July 4, 2025. This bill brings long-awaited clarity and permanence to key provisions of the Tax Cuts and Jobs Act (TCJA), while introducing new measures aimed at middle-class families and...
by Tabitha Regan, CPA | Jul 11, 2025 | Family, Featured, Individual Tax, News
The H.R. 1: One Big Beautiful Bill was signed into law by President Trump on July 4, 2025. This bill brings long-awaited clarity and permanence to key provisions of the Tax Cuts and Jobs Act (TCJA), while introducing new measures aimed at middle-class working...
by Blessing Obasuyi | Jul 9, 2025 | Family, Individual Tax, Tax Planning
The new 2025 retirement rules have changed the landscape for those hoping to retire in the next ten years. If you’re planning to retire, now is the time to pay attention to the 2025 retirement contribution limits, age changes, and latest updates to tax policies. Let’s...
