Planning to sell your investment or rebalance your taxable portfolio anytime soon? You may finally qualify for 0% capital gains taxes for 2023! Investments are great! And with so much investments opportunities, it's easy to get caught up and forget…
How did you fare this last tax season? Now that you’ve started your own business, you already know it’s a difficult ball game. Dealing with piles of receipts, account statements and sorting out government grants and loans isn’t what you…
Tax may be inevitable, but so is high inflation, as it seems. A lot of things are changing due to inflation. Everything is either getting smaller or more expensive. If people have to swap fresh food for frozen food and…
Tax Strategist Vs CPA? Aren't they the same? What's the difference? We hear that question all the time. It's all so confusing, right? All you want is to get your tax filed and possibly pay lesser taxes if you can,…
What's that one thing you dread but can't stop- tax bills? What comes to mind each year when you get your IRS tax notice? What if you discovered how to save taxes? Imagine how that would impact your income and…
The tax season for the year is almost over, but there's always going to be another tax season. Are you prepared for the next tax season? Whether you are a taxpayer or a tax preparer, the best way to prepare…
Imagine paying more taxes because you've been misinformed. It's stressful enough that you have to figure out your tax bills and send out your hard-earned money to the IRS every year as a small business owner. Adding this to the…
The tax season is here, and you still haven’t figured out how to pay your taxes. If you have an outstanding tax bill, there are many options to explore when it comes to paying your taxes, including paying your taxes…
President Joe Biden has finally signed the Inflation Reduction Act (IRA) of 2022 into law to reduce inflation. For some, it's the government's move to curb inflation, but it means more, from fighting climate change, providing support for solar energy,…
Still Haven't Gotten Your 2021 Tax Refund? Here's How You Can Check It The IRS shut down for several months in 2020, and since then, there's been a massive delay in processing tax refunds. Didn't your certified tax planner tell…
As a small business owner, one of the last things you want to do is fork over a large chunk of your hard-earned money to the government through taxes. However, by understanding which tax credits and deductions you're eligible for,…
Every time we talk about tax, it’s always a thin line between equality, fairness, and affordability. As a certified tax planner, people ask us- Do I have to pay tax? Is paying more tax punishment for being wealthy and successful?…
With the rate of inflation reaching its highest in a decade with the stock market plummeting and the conflict in Ukraine raising fears of a prolonged recession CEOs of corporations are now discussing the possibility of a recession. A recession…
If you're writing checks for your preferred charities, specifically when you're retired and specifically when you've had a prosperous year with a high income, you might be eligible to lower the tax benefits that haven't been completely utilized. 1.…
Tax planning is more complex for business owners compared to an individual even though there are lots of tax planning ideas available for business owners. When we talk about business, a business may be a partnership, small corp, sole proprietorship,…
