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2025 Year-End Tax Planning Tips for Individuals
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...
LittleOwl CPA Tax Season Checklist
Social security numbers Bank account numbers Dates of birth Last year’s tax return W-2 forms IRA/Pension distributions (1099-R) Social Security benefits (SSA-1099) Contract work (1099-NEC) Interest income (1099-INT) Dividend Income (1099-DIV) Business income Rental...
Georgia Tax Credit Guide
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...
Choosing Your Beneficiaries & What They Will Need to Know: A Legacy Planning Guide
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 —...
Disaster Preparedness & Financial Planning for Small Businesses
Natural disasters—from hurricanes to wildfires to floods to earthquakes—tend to strike without warning and can have a severe impact on your small business. Not having a small business disaster preparedness plan can result in extreme physical and financial...
How to Set Up an HRA for Your Small Business
As a small business owner, offering healthcare benefits can feel like a balancing act between cost and compliance. One popular option is a Health Reimbursement Arrangement (HRA), a tax-advantaged benefit that allows you to reimburse employees for qualified medical...