The U.S. tax code is constantly changing. What saved you money last year might cost you this year. Between shifting income thresholds, changing deduction rules, and overlooked credits, you now need to stay focused on your tax plan throughout the year. Here are several bits of tax wisdom that can help you lower your bill…

It’s easy to overlook the ordinary. A zipper, a fork, a paperclip. Each plays a small but essential role in daily life. Yet behind many of these tools are extremely interesting, strange, or accidental histories. Here’s a closer look at the real origins of some of the objects we use every day. The paperclip: A…

Tax myths can spread quickly, leading to costly mistakes or missed opportunities. Here are several common tax myths along with best practices to help you stay grounded in reality. Myth: Moving into a higher tax bracket means you’ll take home less money Reality: The U.S. tax system is progressive, meaning your income is taxed in layers. There…

As you get older, so do your parents and grandparents. And at some point, the need for support and transition becomes unavoidable. If you’re lucky, the shift happens gradually. But without planning, it can arrive suddenly and feel overwhelming. Here are some suggestions to make the transition smoother for everyone involved. Parents (or grandparents!) –…

As a freelancer or contractor, at some point you may wish to incorporate and be taxed as an S corporation. Here’s a closer look at the process of becoming an S corporation and when switching might make sense for you.   The main benefits of S corporations Self-employment tax savings. As a sole proprietor, you’re required…

You’ve bought the pencils, notebooks, and glue sticks. You survived the school supply aisle and think you’re done. The truth is the upcoming school year’s costs are just getting started! Here’s some other elements of the school year’s true costs and how to stay ahead financially this upcoming school year . Field trips, activity fees,…

The One Big Beautiful Bill Act of 2025 (OBBBA) expands several business tax benefits while easing certain compliance obligations. Here’s a summary of the key provisions affecting small businesses.   Form 1099. The reporting threshold for Form 1099-NEC and 1099-MISC moves from $600 to $2,000 after December 31, 2025. This threshold is to be indexed for…

Deductions, credits and more… The One Big Beautiful Bill Act of 2025 (OBBBA) contains a number of tax breaks for parents. Here’s a summary of what’s in the bill for families, including planning tips to make the most of each tax break.   Parents get a permanent increase to the child tax credit. The child tax…

Best advice? Be prepared NOW! Two new major tax changes, No Tax on Tips & No Tax on Overtime, are introduced in the One Big Beautiful Bill Act (OBBBA) passed on July 4, 2025. Here’s what you need to know about these two tax breaks, along with questions that still need answered before filing your…

We like to think we’re in control of our decisions. But the truth is, much of what we do is shaped by influence – often subtly, sometimes blatantly – through what we see, hear, and experience every day. Here’s a deeper look at the power of influence.   Visual cues shape perception Visuals are powerful….