Inheriting an IRA can feel confusing, but it doesn’t have to be. I’m here to simplify the process so you know exactly how to set up an inherited IRA, move…
As the start of a new year approaches, the IRS has announced an update that could affect your retirement planning.
These changes extend the timeline for the new Roth catch-up contribution…
Tax season is just around the corner, and it doesn’t have to be a stressful event. Follow this guide to gather essential documents and information that will help your tax…
As a cpa, one of the most powerful tax-saving strategies I often recommend for real estate owners is depreciation.
What does that mean and how can it benefit you?
Depreciation…
Cash Flow
Cash Flow – the life blood of all businesses and households. So why is it one of the most misunderstood of core concepts? Too often the bank account…
Cash Flow Statement This week’s post will explore the Cash Flow Statement. The statement begins with the Net Income reported on the Income Statement for the same period. To the…