by Jackie | Jan 30, 2026 | Uncategorized
There’s nothing quite like opening the mailbox, seeing an envelope with “Internal Revenue Service” printed on it, and feeling your stomach drop. Even people who are perfectly organized — even people who’ve done everything right — feel the same jolt of panic when they...
by Jackie | Jan 28, 2026 | Uncategorized
Article Highlights: What is a Designated Roth Account? Benefits of Designated Roth Accounts Contribution Limits Catch-Up Contributions Reasons for Increased Limits Treatment of Distributions Tax Treatment Considerations and Issues Compelling Retirement Saving...
by Jackie | Jan 26, 2026 | Uncategorized
Most people think their financial professional focuses on the past: last year’s tax numbers, last quarter’s profit, last month’s expenses. That’s the compliance world. It’s essential, of course. But it’s focused on what already happened. Advisory is something...
by Jackie | Jan 23, 2026 | Uncategorized
Article Highlights: The Rising Trend of Social Media Tax Advice Common Misinformation Schemes Classic Example The Real Consequences Delayed or Denied Refunds Penalties and Fines Legal Action Identity Theft Risk Long-Term Financial Implications Taking Proactive...
by Jackie | Jan 22, 2026 | Uncategorized
Article Highlights: Transactions With a Profit Motive Eligibility Criteria for Profit-Driven Casualty Losses Profit Motive Type of Transaction Nature of Loss Application of IRS Guidance Some Not So Good Tax Ramifications Examples Navigating the tax implications of...
