Form 1099-DA: New Crypto Tax Reporting Rules
Form 1099-DA starts with 2025 crypto transactions. Learn who receives it, what’s reported, and how it affects your tax return.
Things You Need to Know About Reverse Mortgages
If you are considering getting a reverse mortgage, watch this video for some quick tips you should know about.
How to Conduct a Profitability Check
A quick profitability check helps uncover risks, prioritize fixes, and identify top revenue drivers to strengthen your business for 2026.
OBBBA Restores R&E Expensing for U.S. Businesses
Learn how the One Big Beautiful Bill Act permanently restores immediate expensing for domestic R&E costs and what it means for tax planning.
The Boomer Retirement Wave: A Once-in-a-Generation Shift
As millions of Baby Boomers retire and sell businesses through 2030, a major opportunity emerges for Gen X, Millennials, and Gen Z. Learn why now matters.
New Year Money Reset: 7 Simple Decisions for a Stronger 2026
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.
New Tax Benefits for K-12 Teachers and Educators
Learn about new educator tax deductions, qualified expenses, and planning strategies starting in 2026 under recent tax law changes.
What to Do When You Get an IRS Notice
IRS notices can be confusing but don’t have to be scary. Learn what they mean, what steps to take, and when to contact a tax professional.
How Trustworthy Is Social Media Tax Advice?
Social media tax tips can be misleading or incorrect. Learn why relying on online tax advice can lead to costly mistakes.
Key Facts You Need to Know About Reverse Mortgages
Learn the tax rules, deductions, risks, and responsibilities tied to reverse mortgages, plus how they affect benefits, heirs, and long-term financial planning.