Tax Benefits from Personal Housing

Tax Benefits from Personal Housing One of the most common questions I get is what “write-offs” one can get for owning or buying a home.  There are quite a few tax benefits individuals can utilize even if the house isn’t used for a rental or other type of business.  This article briefly goes over all […]

5 Tax Strategies to Enact Before the End of the Year

5 Tax Strategies to Enact Before the End of the Year As the year comes to a close, there’s still time to make smart financial moves that directly reduce your tax bill.  These are strategies that I help my clients enact and what I personally look into during this time of year.  Whether you own […]

Understanding Retirement Accounts: 401(k)s, IRAs and Self-Employed Options

Many people ask me what “loopholes” they can use to lower their taxes and how the rich are able to not pay taxes.  While I somewhat disagree with these implied questions, I will say that one of the most effective ways to reduce your taxes while growing your assets is through retirement accounts. In fact, […]

Four Tax Topics Every Crypto User Should Know

Cryptocurrency continues to move closer to mainstream adoption, but the tax treatment of digital assets is still a gray area for many taxpayers.  The IRS has made it clear that crypto is taxable, but the rules can be complex. Whether you use digital assets for everyday purchases, accept them in your business, earn staking rewards […]

Five Selfish Reasons To File Taxes

Five Selfish Reasons To File Taxes Most Americans don’t need many reasons to file their taxes.  Several laws require that you file your taxes every year and people file in order to avoid any trouble with the IRS and/or state.  Many reluctantly acknowledge that taxes are necessary to fund government policies that keep our country […]

Tax changes of the One Big Beautiful Bill Act

The passage of the Big Beautiful Tax Bill has extended many tax provisions, created new ones and has eliminated others. Combined these changes will affect virtually all taxpayers and everyone should have at least some knowledge of these changes whether they hire a professional or plan on preparing their own returns.  Below is an overview […]