Series I Bonds and the shifting winds of interest rates and inflation.
In recent years, particularly during the high inflation periods, Series I savings bonds (I Bonds) emerged as a highly attractive...
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Milad Taghehchian, CPA, CFP(R)
May 10
Exploring the Value of Golden Visas: Top 10 Countries for American Citizens
Golden Visas offer a unique opportunity for American citizens looking to gain residency or citizenship in a foreign country through...
Milad Taghehchian, CPA, CFP(R)
May 8
The Critical Importance of Estate Planning for Large Taxable Estates Before 2026
Estate planning has always been a critical task for individuals and families with significant assets. However, as we approach the end of...
Milad Taghehchian, CPA, CFP(R)
May 3
Unlocking the Potential of the Mega Backdoor Roth IRA: A Golden Opportunity Not to Be Missed
In the realm of retirement planning, the Mega Backdoor Roth IRA stands as a formidable tool that, despite being available for a few...
Milad Taghehchian, CPA, CFP(R)
Apr 22
Baby Boomers and Homeownership: A Trend of Stability
As the baby boomer generation reaches retirement, a significant trend has emerged: a majority are choosing to stay in their current homes...
April Busby, CPA, CFP®, PFS
Feb 5
SECURE 2.0 Provides New Retirement Savings Options in 2024
The SECURE 2.0 Act, passed in December 2022, made wide-ranging changes to U.S. tax laws related to retirement savings. While some...
April Busby, CPA, CFP®, PFS
Feb 5
Transfer of Clean Vehicle Tax Credit to Dealer as Payment for the Vehicle
Are you in need of a new vehicle? Are you considering a clean vehicle? The transfer of the credit to the dealer may be available to help...
April Busby, CPA, CFP®, PFS
Jan 29
Cryptocurrency Taxation
Cryptocurrency taxation is complicated. Have you been reporting income and gains properly? You may be receiving a 1099-B for...
Milad Taghehchian, CPA, CFP(R)
Jan 23
The Benefits of Filing Taxes Early 2023
As tax season approaches, the perennial question arises: Should you file your taxes early or wait until the last minute? While some may...
Milad Taghehchian, CPA, CFP(R)
Jan 23
The Dance of Politics and Finance: Presidential Election Years
The intersection of politics and finance has always been a captivating aspect of economic history. One intriguing dimension of this...
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