April Busby, CPA, CFP®Feb 5SECURE 2.0 Provides New Retirement Savings Options in 2024The SECURE 2.0 Act, passed in December 2022, made wide-ranging changes to U.S. tax laws related to retirement savings. While some...
April Busby, CPA, CFP®Feb 5Transfer of Clean Vehicle Tax Credit to Dealer as Payment for the VehicleAre you in need of a new vehicle? Are you considering a clean vehicle? The transfer of the credit to the dealer may be available to help...
April Busby, CPA, CFP®Jan 29Cryptocurrency TaxationCryptocurrency taxation is complicated. Have you been reporting income and gains properly? You may be receiving a 1099-B for...
Milad Taghehchian, CPA, CFP(R)Jan 23The Benefits of Filing Taxes Early 2023As tax season approaches, the perennial question arises: Should you file your taxes early or wait until the last minute? While some may...