Year-End Tax Planning Tips for Individuals
Get ahead on your 2025 taxes with smart year-end planning moves. From RMDs to charitable giving, retirement savings, and college credits—maximize tax benefits n
Tax Planning
Last-Minute Year-End Tax Tactics for Small Businesses
Maximize your 2025 business tax savings with smart year-end strategies like Section 179 expensing, bonus depreciation, prepayments, and income deferral.
S-Corp Investment Write-Offs | When You Can Claim a Loss
Learn when an S-corp investment is truly worthless, how to document it for the IRS, and what to do if your business recovers. Get expert guidance.
Hobby Vs. Business in Terms of Taxes
Watch an overview of how profits and expenses are treated differently between a hobby and a business in terms of taxes.
Taxation of Lawsuit Settlements
Learn how lawsuit settlements are taxed and how different types of awards can impact your financial situation in this quick video overview.
Managing Multiple Side Hustles and IRS Rules
Earn income from TikTok, Shopify, or freelance gigs? Learn how multiple income streams affect your taxes and how to stay compliant while maximizing deductions.
Plan Now for 2027 Opportunity Zone Tax Breaks
Opportunity Zone tax breaks return in 2027. Learn how to defer and reduce capital gains while supporting community revitalization and estate planning goals.
Tax-Smart Ways to Pay Off Student Loans
Discover tax-advantaged strategies: 529 plans, employer payments, and OBBBA updates to help pay down student loans and reduce interest costs.
Estate & Gift Tax Changes Under the OBBBA
Learn how the One Big Beautiful Bill Act reshapes estate and gift tax exclusions, portability, and wealth transfer strategies for high-net-worth families.
Adoption Tax Credit Update: $17,280 in 2025
In 2025, the adoption tax credit is capped at $17,280 with up to $5,000 refundable. Learn how adoptive families can benefit and if you qualify.