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Understanding Trump Accounts: what parents need to know about the new child-focused IRA

Trump Accounts are a new type of tax-advantaged retirement account for children, created under 2025...

The mega backdoor Roth: a straightforward strategy for high earners locked out of Roth IRAs

For high-income professionals locked out of traditional Roth contributions, mega Roth conversions offer a powerful...

A smart gifting strategy: why the annual gift tax exclusion matters more than you think

When we talk about gifting as part of a tax strategy, many people assume it's...

1099 season is here: what employers need to know

Businesses must prepare 1099s for contractors and vendors by February 2, 2026. Understanding which forms...

Your 2026 tax season survival guide

For most people, tax season brings a quiet panic about what they might be forgetting...

It’s time! What to prepare for tax year 2025 filing

Whether you’re an individual taxpayer or business owner, preparing early for tax time can reduce...

New year, new rules: What to know about IRS changes taking effect this month

The IRS and Congress have enacted tax law changes and regulatory updates that take effect...

How to use installment sales to spread real estate capital gains over time

Selling appreciated real estate? Learn how installment sales can help you spread capital gains over...

IRS grants employers penalty relief for 2025 tip and overtime reporting

The IRS is offering penalty relief for 2025 as employers struggle to comply with new...

Inflation-adjusted tax provisions: 2026 updates

Discover the latest inflation-adjusted tax changes for the 2026 tax year, driven by the One...
Personal Accountant

Do I need a personal accountant?

Many people wonder “Do I need a CPA, or can I just file my taxes...
Small Business CPA

Do Small Businesses Need a CPA? What to DIY vs. Outsource

Running a California small business comes with countless decisions — from choosing the right entity...