Annual contribution limits for 401(k) plans, IRAs, SIMPLE plans, and more have been increased. Now is the best time to plan your 2024 retirement contributions to take full advantage of this tax benefit. Here’s what…

Offering a retirement plan can be a powerful tool when you’re competing to attract the best employees. Thanks to laws enacted in recent years, setting up and running a new retirement plan or adding new…

A silver lining to continued interest rate hikes by the Federal Reserve is being able to earn more interest on cash stashed in your savings accounts. How much interest, exactly, depends on where you do…

For high-earning taxpayers, gifting is often a key component of tax and estate planning strategies. By turning to a CPA, you can still transfer property and funds in a tax-smart manner. Read on to find…

From rent to revenue reporting and recordkeeping, the business and financial side of managing a rental property has many nuances to it. So, whether you are considering purchasing an investment property or transforming your home…

Are you ready? Federal student loan interest has resumed as of September 1, 2023, and payments will be due starting in October. Congress recently passed a law preventing any further extensions of COVID-19 emergency relief…

How can you improve next year’s tax situation? By taking steps this summer! Whether you received a big refund or paid your taxes on tax day, taking action now can ensure next year’s tax bill…