Posts by Cindy Becker, CPA, MST

If you only do deep tax housekeeping once a year, make it now. With new 2025 rules, several “sunsets” that were expected for 2026 were reshaped by the One Big Beautiful Bill Act (OBBBA), and inflation-indexed thresholds, smart moves before December 31 can meaningfully lower what you owe next spring and set you up for…

Investing in a retirement account for your child might sound crazy, but it’s a powerful way to invest in your child’s future while building generational wealth. Children of any age can contribute to an Individual Retirement Account (IRA) provided they have earned income. This approach is particularly common among business owners who employ their children,…