LATEST NEWS
IRS Restores $20,000 / 200-Transaction Rule for Form 1099-K in 2025
When Congress passed the American Rescue Plan Act (ARPA) in
How the “One Big Beautiful Bill” Affects Individuals
In the last few weeks, we have spent many hours spent reading parts of the the new bill,
Renouncing U.S. Citizenship? Are you subject to Exit tax?
Renouncing U.S. citizenship or giving up long-term residency is not only a personal milestone—it’s a complex financial event
Mid-Year Report to Congress Issued by the IRS National Taxpayer Advocate
In the IR-2025-71, the IRS shared the mid year report to Congress and provided a summary of items.
6 Stages of Wealth and 3 ways to improve your financial life
Over the weekend, I came across an image of a ladder illustrating the stages of wealth, and it
MORE NEWS
Filing Taxes While Undocumented: Why It Still Matters and How It Can Help Your Future
Since April 2025, there is ongoing uncertainty surrounding the agreement between ICE (Immigration and Customs Enforcement) and the IRS to share taxpayer
Avoid Tax Pitfalls and Maximize Gains: 4 Key Investment Tactics
There are many tax strategies that are overlooked levers for improving investment outcomes. Reviewing a client’s tax return isn't just a compliance
What the One Big Beautiful Bill Means for Business owners
After our previous post for taxpayers and how the One Big Beautiful Bill impacts individuals, we are covering today how it affects