Blogs
Smart Ways to Use Holiday Bonuses for Tax Savings in 2025
The holiday season is here, and with it, the excitement of receiving a holiday bonus. While it might be tempting to splurge on gifts or travel, consider using this extra cash to strategically lower yo
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Four Things I’m Thankful for as a CPA
As the season of gratitude and self-reflection arrives, I find myself appreciating the professional tools that allow me to help clients save money, plan ahead, and gain confidence during tax season. H
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Understanding the One Big Beautiful Bill Act
The "One Big, Beautiful Bill" Act (OBBBA) introduces a comprehensive set of tax changes with significant effects across various financial landscapes. This legislation is designed to do more than serve
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Mastering Tax-Loss Harvesting This Fall
As the leaves turn and the air cools, it's time to embrace the season's spirit of preparation and reflection. Much like tidying up fallen leaves, autumn is the perfect moment to review your portfolio
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