Smiling man wearing glasses, a patterned blazer, and a collared shirt, standing against a transparent background.

Check out our latest helpful blogs

Guide to Estimated Taxes
Confused about estimated taxes in 2026? Learn payment deadlines, safe harbor rules, and how to avoid IRS penalties as a small business owner.
PPP Loans

Fortunate Enough to Get a PPP Loan? Forgiven Expenses Aren’t Deductible

The IRS has issued guidance clarifying the fact that certain deductions aren’t allowed if a business has received a Paycheck Protection Program (PPP)

Business-charitable-contribution-rules-have-changed-under-the-CARES-Act

Business Charitable Contribution Rules Have Changed Under the CARES Act

Many businesses are interested in donating to charity in response to the COVID-19 pandemic. In order to incentivize charitable giving, the Coronavirus Aid,

still-time-to-make-a-deductible-IRA-contribution-for-2019

There’s Still Time to Make a Deductible IRA Contribution for 2019

Do you want to save more for retirement on a tax-favored basis? If so, and if you qualify, you can make a deductible

Do-you-have-tax-questions-related-to-COVID-19

Do You Have Tax Questions Related to COVID-19? Here Are Some Answers

The coronavirus (COVID-19) pandemic has affected the finances of many Americans. Here are some answers to questions you may have right now. My

CARES-Act-liberalizes-net-operating-losses

The CARES Act Liberalizes Net Operating Losses

The Coronavirus Aid, Relief, and Economic Security (CARES) Act eliminates some of the tax-revenue-generating provisions included in a previous tax law. Here’s a

good-time-for-a-Roth-conversion

IRA Account Value Down? It Might Be a Good Time for a Roth Conversion

The coronavirus (COVID-19) pandemic has caused the value of some retirement accounts to decrease because of the stock market downturn. But if you

Ready to join a winning team?

Let’s talk about how our experts can help you reach your financial goals.