From comprehensive tax overhaul to major budget cuts, President Donald Trump’s first few months in office have been a wh…
Tax Planning
Can I Use My IRA to Buy Real Estate?
A common question from clients — or oftentimes from people at dinner parties — is, “Can I use my IRA money to buy real e…
Money Smart Week on OneBite: Becoming a CPA and CFP® Professional
Deciding to partner with Money Smart Week® for a second year in a row was simple — after all, we share the same mission.…
5 Ways to Get Ahead of Next Tax Season
The thought of income tax filing season fills most people with anxiety, if not utter dread. And even though the stress o…
Tax Reform in the Trump Presidency
On the first Monday of his presidency, President Trump met with business leaders at the White House and spoke of “cuttin…
5 Tax Moves to Make Before Year-End
Baseball playoffs and a big presidential election — needless to say, there are a lot of big events hanging in the balanc…
1040 Procrastination? Consider These Strategies
The tax-filing deadline is fast approaching. The due date was extended to April 18 this year, because April 15 — the reg…
Financial Statements 101: Keeping Your Business in Top Shape with 3 Easy Basics
Many businesses find it difficult to produce financial statements, whether it’s producing them on a timely basis or prod…
7 Red Flags That Can Trigger an IRS Audit
As you gather your tax documents and compile information for your tax preparers, the following question might cross your…
Tax-Efficient Investing: 5 Ways You Can Keep More of What You Earn (Webinar)
Want to follow along with the video recording? Download the presentation slides here. And that’s a wrap! We just complet…