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 | 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 | 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 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...
by Laxmi Patel | May 20, 2025 | News, Tax Planning
The Georgia General Assembly has passed House Bill 111, which reduces the personal income tax rate. It will impact Georgia taxes and tax planning for 2025 and forward. They have also passed House Bill 112, which provides surplus tax refunds based on certain criteria....