It’s graduation season which presents an excellent opportunity to revisit essential financial fundamentals that benefit both recent graduates and families. Take the time to review these money basics to establish a strong financial foundation: •…

Three-fourths of filers get a tax refund every year, with the average check weighing in at $2,972* so far this tax season. Here are some ideas to put that money to good use: Pay off…

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…