by Leigh Anne Joseph | Nov 29, 2021
The year 2022 – it still sounds like a long way away, but it’s barely 30 days at this point. You’re probably thinking you still have at least three or four months before needing to deal with your 2021 tax return; however, the fourth quarter is the best time for...
by Michael Thomas | Jun 29, 2021
Now that the new administration has started to outline some of its key proposals, we want to tell you about some of those proposals that are tax-specific in nature. Shortly after the election, we wrote about some of then President-Elect Biden’s tax plans. With more...
by Mary Gray | Apr 30, 2021
The American Rescue Plan (ARPA) was signed by President Biden on March 11, 2021, making it the fourth Act signed into effect since the pandemic began a little over a year ago. While the Acts have been beneficial to the majority of taxpayers, the ever-changing...
by Todd Culpepper | Mar 2, 2020
Often times, new entrepreneurs will focus on trying to drive profit and profit margins very early on. Does that sound like you? The bottom line is certainly important. But it might be time to refocus your priorities. Top-line, bottom-line. They’re terms that are...
by Todd Culpepper | Mar 20, 2018
As a CPA, I obviously think about investments a lot, and I also get many questions from clients about the most common investing mistakes, as well as the best tax strategies for managing investments. How you handle your investments from a tax standpoint can obviously...
by Todd Culpepper | Jul 7, 2017
Are you thinking about converting your traditional IRA into a Roth IRA? You don’t have to do much research before you realize that the process is clear as mud. Let’s bring some clarity to the situation. The benefits of converting an IRA depend upon several factors...
