What is Innocent Spouse Relief?
The word “innocent” in innocent spouse relief can be misleading. It doesn’t imply you’re perfect or blameless – it’s more about…
Category: Blog
Making Pensions Equitable, Protecting Foster Kids, Mail-in Votes and Tracking Government Spending
All bills not enacted by the end of the 118th congressional session on Jan. 3, 2025, will expire.
Social Security Fairness Act of 2023 (HR 82) – This bill, with 330…
5 New Year’s Financial Resolutions You Can Actually Keep
Yep, it’s the end of another year! Chances are, you didn’t keep every resolution you made last year; for example, those goals about working out. (No shame here; we all do this!) However, the good…
Common Business Accounting Calculations
No matter the type of business or industry, being able to analyze and deduce patterns is essential to discovering a business’ financial health. Here are four commonly used calculations to help internal and external…
Pre-Retirement Planning Guide – Finding Purpose In Life
Step 7: Find Your Raison d’Etre
What do you consider to be your purpose in this world? Few people think about their life that way. In Japan they call it your ikigai. In France they refer to your raison d’etre.
Energy Tax Credit Changes For 2025
The coming shakeup of the executive branch, along with Republican control of both houses of Congress, means tax changes are highly likely in 2025 and beyond. Positioning for new and amended tax provisions…
Tax Planning 2024
Personal Income Tax Planning Strategies for Year-End 2024
As 2024 draws to a close, it’s the perfect time to review your personal income tax situation and implement strategies…
5 Tips to Keep End-of-Year Spending Under Control
It’s that time of year again. Halloween has just come and gone – and now we’re hurtling headlong into Thanksgiving and Christmas. For holiday shopping, it’s tempting to turn a blind eye and put everything on your…
Cash Conversion Cycle (CCC) Defined
This metric, which is also referred to as the cash cycle or the net operating cycle, looks at the time a business takes to recover its investment in inventory to eventually sell. The process starts from selling its goods, collecting…
Pre-Retirement Planning Guide – Legacy Planning
Step 6: Looking to Legacy Planning to Address Future Needs of FamilyHow do you want to be remembered? People often view their legacy as a way of disseminating assets to charitable venues…