Unlock Savings: 6 Tax Tips for Retirees and Older Adults to Maximize Benefits and Minimize Liabilities.
Content Vault
A collection of videos and articles to support your journey toward financial excellence.
What is a Designated Roth Account
Discover the Benefits: Leveraging Designated Roth Accounts in Your Retirement Plan for Tax Savings and Flexibility.
Small Business: Deducting Startup Costs
Navigating business start-up costs: Understanding deductions, qualifying and non-qualifying expenses, and disposition considerations.
Record Retention Guide, How Long is Long Enough?
Navigating tax record storage: Federal laws, retention periods, and secure methods.
Tax Reform, How Will it Affect You?
Explore the transformative impact of the Tax Reform of 2017 as discussed by CPA Jeff Beckley.
Track Your Tax Refund
The IRS should issue your refund check within six to eight weeks of filing a paper return.
Unlock Your Retirement Dreams: Discover Your Required Beginning Date
We will explore what RBDs are, why they are crucial, recent changes in RBDs, and how they can impact your retirement strategy.
Simplify Your Tax Season with an IRS Online Account
Creating an IRS online account can simplify your tax season and provide you with access to important information.
Residential Clean Energy Property Credit – Save Money and Help the Environment
The Residential Clean Energy Property Credit is a tax credit that can help homeowners save money on the cost of installing clean energy equipment.
Why You Need a CPA as Your Primary Business Advisor
An important part of growing your business involved getting the right professionals to help you.
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Tax Reform, How Will it Affect You?
Explore the transformative impact of the Tax Reform of 2017 as discussed by CPA Jeff Beckley.
Track Your Tax Refund
The IRS should issue your refund check within six to eight weeks of filing a paper return.
Tax Due Dates
Tax Deadlines and Responsibilities: A Comprehensive Guide for 2023.
Download IRS Tax Forms
IRS Publications and Resources: Your Comprehensive Tax Guide.