New Solar and Battery Credits
The Inflation Reduction Act in 2023 changed tax credits for solar and battery installations. A bit of background The Investment Tax...
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Milad Taghehchian, CPA, CFP(R)
- Apr 5
What's up with the banks?
Concerns about the banking sector have been in the headlines for the last few weeks. Why did we see a few banks fail, and what does it...
Milad Taghehchian, CPA, CFP(R)
- Apr 5
Changing EV Tax Credits
As of 2023, there are several tax credits available to those who purchase electric vehicles in the United States. These tax credits are...
Daphne Jordan CFP (R)
- Apr 5
2023 Key Numbers
Almost every year various key numbers for retirement savings and gift tax are updated. It’s quite possible that you are already aware of...
Chris Cyndecki CFA, CFP®
- Mar 28
Updates in SECURE Act 2.0
The $1.7 trillion appropriations bill passed by Congress at the end of last year included some notable provisions affecting workplace...
Chris Cyndecki CFA, CFP®
- Mar 28
What to do with leftover 529 assets?
529 college savings plans have been useful vehicles for funding college expenses. Money invested within a 529 account avoids taxes on...
Anthony Guzman, CFP®
- Nov 2, 2022
Tax Planning for the Self-Employed
Self-employment is the opportunity to be your own boss, to come and go as you please, and oh yes, to establish a lifelong bond with your...
Anthony Guzman, CFP®
- Nov 2, 2022
Gratitude During Bear Markets
Bear Markets Come and Go The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a...
April Busby, CPA, CFP®
- Nov 2, 2022
Planning for the Future with an ABLE
If you or a family member has a disability, you may be interested in learning about a tax-advantaged option called an ABLE account which...
April Busby, CPA, CFP®
- Nov 2, 2022
Charitable Contributions from IRAs
Did you know that, if you are at least 70½ years old, you can make tax-free charitable donations directly from your IRA? By making what's...
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