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 Feb 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 Feb 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 Feb 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 Feb 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 Feb 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 Feb 12min
Thinking About Moving for Taxes? This Is a Conversation You Need to Have First
With so many people talking about moving for tax reasons, it’s easy to miss the full picture. Before you pack up, here’s the tax conversation every family should have — and why it’s one you shouldn’t ...
16 Feb 12min
The New Year Money Reset: 7 Simple Decisions That Make 2026 Easier
Start 2026 with clarity and confidence. Learn seven simple, tax-smart financial habits anyone can adopt to make the year easier — no investment advice required.
16 Feb 14min
