Naming a Trust as Your Retirement Account Beneficiary
Retirement planning extends far beyond maximizing contributions and choosing investment allocations. One critical decision that many owners of retirement accounts […]
Small Business
7 Essential KPIs Every Business Must Track for Success
Key Performance Indicators (KPIs) serve as the compass for your business decisions. Without tracking the right metrics, you’re essentially flying
Has the New Law Ended Taxes on Social Security?
Has the New Law Ended Taxes on Social Security? You may’ve heard the latest tax-and-spending law, signed by President Trump
What the Big Beautiful Bill Means for Estate Tax Planning
What the Big Beautiful Bill Means for Estate Tax Planning The new tax law—nicknamed the “Big Beautiful Bill”—was signed into
Big Individual Tax Changes from Trump’s Big Beautiful Bill
Big Individual Tax Changes from Trump’s Big Beautiful Bill Congress has officially passed President Donald Trump’s massive tax and spending
Avoid These Common Roth IRA Conversion Mistakes in 2025
Avoid These Common Roth IRA Conversion Mistakes in 2025 Introduction In Roth IRA conversions of rising tax awareness and evolving
What’s New on Your 2025 W-4? Here’s What to Watch For
What’s New on Your 2025 W-4? Here’s What to Watch For Introduction Starting a new job? Adjusting your withholdings? The
Pass-Through Entity Taxes (PTET): Should Your LLC Opt In for 2025?
Pass-Through Entity Taxes (PTET): Should Your LLC Opt In for 2025? Introduction Imagine reducing your federal tax burden while keeping
Pass-Through Entity Tax Reforms in the “One Big Beautiful Bill”
Pass-Through Entity Tax Reforms in the “One Big Beautiful Bill” Introduction The “One Big Beautiful Bill” (H.R. 1) is a
Quarterly Taxes: What You Need to Know After Filing
Quarterly Taxes: What You Need to Know After Filing So, you’ve filed your taxes—great job! But if you’re self-employed, run