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Feb 17, 2023
What is the best way to invest my Thrift Savings Plan?
As a civilian federal employee, it's important to have a strong understanding of your retirement savings options, particularly the TSP
Jan 11, 2023
Will I Receive A Step Up In Basis For The Appreciated Property I Inherited?
In most cases, there is a step-up in basis when property is transferred from a decedent. But there are a few exceptions and some subtle...
Jan 4, 2023
What Issues Should I Consider When Having Or Adopting A Child?
Beyond the joy brought to parents from having or adopting a child, this is a huge financial transition in their lives. There are a number of
Dec 28, 2022
Common Retirement Plans For Small Business Owners
Your business owner clients have many options when establishing retirement plans. Several key factors, specific to each client’s unique...
Dec 27, 2022
Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?
Planning around Income-Related Monthly Adjustment Amount (“IRMAA”) surcharges have become more important as the Medicare premium increase...
Dec 15, 2022
The 3 Big CPA Problems
The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.
Nov 2, 2022
What Issues Should I Consider With My Social Security Retirement Benefits?
Social Security retirement benefits can be particularly complex, and clients really struggle with their decision on how to file. With our...
Sep 29, 2022
What issues should I consider when harvesting capital losses?
What issues should I consider when harvesting capital losses? Tax-loss harvesting is a popular strategy, but it’s not always clear whether i
Sep 19, 2022
What Issues Should I Consider As a Business Owner or 1099 Worker?
Running your own business (including 1099 work) introduces different elements that aren’t always easy to factor into your personal financial