Navigating Wash Sale Woes: Common Pitfalls, Tax Implications, and Strategic Avoidance
To prevent taxpayers from selling a security to claim a loss and then immediately repurchasing the same or a “substantially identical” security, the tax code has a “wash sale” rule: the loss is disall...
18 Helmi 13min
Pricing Isn’t About What You Charge — It’s About What Your Business Can Sustain
If margins are thin and cash flow feels unpredictable, pricing is often the real issue. Here’s why pricing is a CFO advisory conversation — not a guess — and how it shapes long-term stability.
17 Helmi 8min
When “No Big Deal” Turns Into a Big Deal: Lessons From the IRS’s Top 10 Cases of 2025
The IRS just released its Top 10 Tax Crime Cases of 2025. These real cases show how small tax issues can quietly grow into serious problems, and what taxpayers can do to avoid them.
17 Helmi 13min
It’s Tax Time - Beware of Scams
As the tax season gets underway, scammers are plotting to take advantage of your fear of the IRS to steal your identity, your tax refund, or even to dupe you into sending them money to pay for made-up...
17 Helmi 13min
Understanding Designated Roth Accounts: Benefits, Contributions, Distributions, and Tax Implications
Designated Roth accounts provide a compelling retirement saving strategy for those seeking tax-free income in their golden years. With no income restrictions with respect to making contributions to th...
16 Helmi 10min
Beware of Social Media Tax Advice: The Risks and Consequences
Social media serves as a hub of information on almost every topic imaginable, from cooking recipes to financial advice, including taxes. However, as accessible as these platforms are, they pose a sign...
16 Helmi 8min
How to Conduct a Profitability Check (Before Growth Kicks Back In)
A simple profitability check can reveal hidden risks and opportunities in your business. Learn how to review KPIs, prioritize problem areas, and identify top revenue generators to build a stronger, mo...
16 Helmi 13min
Tax Ramifications for Scam Victims
Navigating the tax implications of scams and theft losses can be complex, especially considering legislative changes that generally limit casualty and theft losses to those associated with a disaster....
16 Helmi 12min
