REsources
Helpful Articles
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Your New Computer and Your Taxes: Deductions This Year
September 9, 2026Three people bought a new laptop this year. One runs a small business out of her spare bedroom. One freelances on the side while working… -
2026 IRS Rule Change: Protect Your Education Tax Credits
September 2, 2026Tuition costs remain high, but a new documentation rule for 2026 could disqualify eligible families claiming the American Opportunity Tax Credit (AOTC) or Lifetime Learning… -
What to Expect as Retirement Planning Becomes Real
August 26, 2026For most of the journey, retirement planning is a future-focused project built on spreadsheets, savings goals, and long-term strategies. Eventually, the planning becomes real as… -
What Happens If You Ignore an IRS Notice?
August 12, 2026It’s tempting to set an unopened IRS letter aside and deal with it later. Later gets busy. Later turns into next month. And before you… -
The Role of a Financial Expert in Litigation
August 5, 2026When a legal dispute involves financial questions, attorneys need more than a general sense of accounting. They need someone who can dig into the numbers,… -
Summer Moves and Taxes: Unlocking the IRS Exclusion for Home Sellers
July 29, 2026Many people choose summer as “moving season” to sell their property and transition into a new chapter of their lives. However, along with the excitement… -
Financial Independence and Early Retirement: What the FIRE Movement Gets Right (and Wrong)
July 23, 2026If you’ve ever looked at a 40-year career horizon and thought, “There has to be a better way to live,” you are far from alone…. -
The Mid-Year Course Correction: Audit Your 2026 Business Goals
July 14, 2026Six months in, six months to go. If you run a closely held or small business, July marks the exact halfway point of your financial… -
Common Issues in Valuing Closely Held Businesses
July 8, 2026Valuing a publicly traded company is relatively straightforward. Market pricing is transparent, financial disclosures are standardized, and comparable data is widely available. Closely held businesses… -
250 Years of Taxes: A Brief, Occasionally Painful History of How America Funds Itself
July 1, 2026This July 4th, the United States turns 250. A quarter millennium of independence, democracy, barbecue, and… taxes. It turns out the two have always gone… -
Put a Plan in Place: How to Protect Your Records Before Disaster Strikes
June 17, 2026Taxpayers don’t usually think about their financial records until something forces them to do so. A storm, a fire, a flood… no matter what kind… -
What Retirement Planning Actually Involves (and Why It’s More Than Just Saving)
June 10, 2026If you’ve ever looked at your account balance and thought, “I’ve hit my savings goal, so I’m ready to retire,” you might be missing the… -
Working Remotely from Abroad: What Your US Tax Return Actually Looks Like
June 6, 2026Logging into a corporate network from a beach in Portugal or a coffee shop in Medellin is no longer just a fantasy for tech startup… -
Got a Letter from the IRS? Here’s the Do’s and Don’ts
June 3, 2026Opening your mailbox to find an envelope from the IRS can make your stomach drop. But before you file it away in the “deal with… -
When Value Is Contested: Analyzing Businesses in Dispute
May 27, 2026Business valuation is straightforward in concept. It becomes considerably more complex when the conclusion determines how much one party owes another. When a business interest… -
Home Sale Tax Rules: What to Know Before You Close
May 20, 2026Selling your home can be both exciting and daunting, especially when you start thinking about taxes. With summer being prime time for moving, let’s dive… -
Sun, Splash, and Savings: How Day Camp Could Trim Your Tax Bill
May 13, 2026The sunscreen is out, the schedules are filling up, and parents everywhere are doing the math on summer childcare. Day camps are a lifeline—but they’re… -
Tax Alert: Medical Cannabis Moves to Schedule III While Adult-Use Waits
May 6, 2026Here’s What It Means for 280E and Your Tax Bill On April 23, the Department of Justice reclassified state-licensed medical marijuana and FDA-approved cannabis products… -
Business Travel Deductions: What You Can and Can’t Write Off
April 29, 2026Traveling for business? Don’t leave money on the table. Understanding the current rules for deducting out-of-town business expenses is key to making the most of… -
Who Retirement Planning Is Really For (and Who Often Thinks It Isn’t)
April 22, 2026If you’ve ever said, “I don’t have enough to invest yet” or “I’m too young to worry about this,” you are exactly who needs to…