by LittleOwlCPA Admin | Oct 20, 2023 | Family, Tax Planning
Trusts are versatile legal instruments that can play a crucial role in estate planning, asset protection, and wealth management. Understanding the basics of trusts is essential for individuals and families seeking to preserve and manage their assets efficiently. In...
by LittleOwlCPA Admin | Oct 13, 2023 | Small Business, Tax Planning
Selling a business can be a significant milestone in an entrepreneur’s journey. Whether you are retiring, pursuing new opportunities, or simply looking for a change, it’s essential to navigate the sale process with careful planning and execution. In this...
by LittleOwlCPA Admin | Sep 29, 2023 | Family, Tax Planning
For individuals with disabilities, achieving financial independence is a significant goal that can enhance their quality of life and provide them with greater control over their future. ABLE accounts, also known as Achieving a Better Life Experience accounts, offer a...
by LittleOwlCPA Admin | Sep 15, 2023 | Individual Tax, Tax Planning
Employee stock options can be a valuable component of compensation packages offered by companies. They provide employees with the opportunity to purchase company stock at a predetermined price, often lower than the current market value. However, to make the most of...
by LittleOwlCPA Admin | Sep 1, 2023 | Individual Tax, Tax Planning
Owning a home is a significant life milestone which comes with potential tax benefits. As a homeowner, you may be eligible for various tax deductions that can help reduce your overall tax liability. Understanding the deductions available to you can result in...
by Stephanie Nolan | Aug 4, 2023 | Individual Tax, Tax Planning
Higher education financial planning requires patience, adaptable strategies, and many different methods for saving ahead for college. One of the most overlooked opportunities, however, is understanding education tax credits and deductions. Many students and their...