Do you have an LLC? You must know BOI
We have written on this in the last few months, but it is such an important change in reporting law that we think its worth touching on...
top of page
Search
April Busby, CPA, CFP®, PFS
Nov 7, 2023
2024 Key Numbers for Health Savings Accounts
The 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts...
April Busby, CPA, CFP®, PFS
Oct 31, 2023
Stocks Can Still Go Up if the Government Shuts Down
Written by Wes Crill, PhD Senior Investment Director and Vice President, Dimensional Fund Advisors The US government temporarily averted...
April Busby, CPA, CFP®, PFS
Oct 30, 2023
I just made a gift. Do I have to file a gift tax return?
A federal gift tax return must be filed if any gifts you made during the calendar year were other than: · Gifts to your U.S....
Milad Taghehchian, CPA, CFP(R)
Oct 27, 2023
New 401(K) Catch-Up contribution rules for 2024 and beyond
If you're over the age of 50 and looking to boost your retirement savings, the new 401(k) catch-up contribution rules involving Roth...
Milad Taghehchian, CPA, CFP(R)
Oct 17, 2023
2024 Social Security Updates
It's that time of year again. We are at that exciting moment when we find out a few important bits of news regarding Social Security....
Milad Taghehchian, CPA, CFP(R)
Oct 5, 2023
Understanding the Impact of 2023 Texas Property Tax Legislation Changes
In 2023, Texas homeowners found themselves facing significant changes in property tax legislation that have stirred both excitement and...
Milad Taghehchian, CPA, CFP(R)
Oct 5, 2023
New FinCEN Rule for Beneficial Ownership
Background Financial crimes like money laundering, terrorist financing, and fraud pose significant threats to the global economy and...
Shirley Sanchez, CFP®, MS
Aug 7, 2023
Merging Your Money When You Marry
Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge...
Shirley Sanchez, CFP®, MS
Aug 7, 2023
The Joys and Financial Challenges of Parenthood
Parenthood can be both wonderfully rewarding and equally challenging. Children give gifts only a parent can understand — from...
bottom of page