by Drake Uplinger | May 14, 2026 | Individual Tax, Tax Planning
Roth IRA conversions can be a powerful tax planning move for individuals from high earners to retirees, but when do they make sense and what do they cost? Let’s review how Roth IRA conversions are taxed, key rules to watch, and strategies to help minimize the...
by Stephanie Nolan | Apr 27, 2026 | Individual Tax, Small Business, Tax Planning
Tax underpayment penalties can be an unexpected and unpleasant surprise for everyone from high-net-worth families to gig workers, but why do they happen and how do they work? This short guide reviews when underpayment penalties apply, how much one might owe, and how...
by Tabitha Regan, CPA | Apr 1, 2026 | Individual Tax, Tax Planning
A few years ago, a new form of fraud affected many people both across the US and specifically in Georgia. Conservation easement was, originally, a well-intended means to protect land and wildlife for future generations, provide tax reductions, lower property taxes,...
by Stephanie Nolan | Mar 16, 2026 | Small Business, Tax Planning
Georgia’s Pass-Through Entity (PTE) tax is a valuable tool for business owners looking to manage their state tax burden effectively. Below, we break down what the Georgia PTE tax is, how to elect it, how to make Georgia PTE payments, and some key compliance tips from...
by Stephanie Nolan | Dec 10, 2025 | Small Business, Tax Planning
As year-end approaches, now is the ideal time for business owners to take a proactive look at their tax picture and consider strategies that can reduce their taxes, help cash flow and position the company for success in the coming years. Review our top tax planning...
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...
