What Stubborn Inflation Could Mean for the U.S. Economy
It's important to keep in mind that the most dangerous battle against inflation seems to have been won. The issue now is that there has...
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Milad Taghehchian, CPA, CFP(R)
May 13
Series I Bonds and the shifting winds of interest rates and inflation.
In recent years, particularly during the high inflation periods, Series I savings bonds (I Bonds) emerged as a highly attractive...
Milad Taghehchian, CPA, CFP(R)
May 10
Exploring the Value of Golden Visas: Top 10 Countries for American Citizens
Golden Visas offer a unique opportunity for American citizens looking to gain residency or citizenship in a foreign country through...
Milad Taghehchian, CPA, CFP(R)
May 8
The Critical Importance of Estate Planning for Large Taxable Estates Before 2026
Estate planning has always been a critical task for individuals and families with significant assets. However, as we approach the end of...
Milad Taghehchian, CPA, CFP(R)
May 3
Unlocking the Potential of the Mega Backdoor Roth IRA: A Golden Opportunity Not to Be Missed
In the realm of retirement planning, the Mega Backdoor Roth IRA stands as a formidable tool that, despite being available for a few...
Milad Taghehchian, CPA, CFP(R)
Apr 22
Baby Boomers and Homeownership: A Trend of Stability
As the baby boomer generation reaches retirement, a significant trend has emerged: a majority are choosing to stay in their current homes...
April Busby, CPA, CFP®, PFS
Feb 5
SECURE 2.0 Provides New Retirement Savings Options in 2024
The 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®, PFS
Feb 5
Transfer of Clean Vehicle Tax Credit to Dealer as Payment for the Vehicle
Are 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®, PFS
Jan 29
Cryptocurrency Taxation
Cryptocurrency 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 23
The Benefits of Filing Taxes Early 2023
As tax season approaches, the perennial question arises: Should you file your taxes early or wait until the last minute? While some may...
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