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Stay Informed with Us

Part of providing great CPA services is keeping on top of industry and economic trends and interpreting the news to help protect our clients' portfolios. Here are some of the recent topics that have us paying attention - so we don't pay in dollars.

Seasonal Tax Strategy: Tax-Loss Harvesting Explained

Seasonal Tax Strategy: Tax-Loss Harvesting Explained

As the leaves start to change and the year winds down, now’s a great time to give your tax strategy a seasonal refresh. One option worth considering is tax-loss harvesting. It’s a simple but...
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One Big Beautiful Bill Act: What It Means for You

One Big Beautiful Bill Act: What It Means for You

Understanding the One Big Beautiful Bill ActThe "One Big Beautiful Bill Act" (OBBBA) is much more than a political talking point. As a transformative piece of legislation, it introduces a wide...
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7 Fun and Quirky Facts About Taxes

7 Fun and Quirky Facts About Taxes

Taxes—usually a word that evokes thoughts of paperwork, deadlines, and a dash of anxiety. Yet, hidden beyond the complexities and calculations is a surprisingly quirky side to tax history that can...
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