Tax Insights & Strategies
Welcome to our Tax Insights, Strategies, and Updates page, your go-to resource for staying informed about the latest tax law changes, financial strategies, and expert insights. Here, we share valuable guidance to help individuals and businesses confidently navigate the complexities of the tax landscape. Whether you're looking for tips to minimize your tax liability, updates on recent regulatory changes, or strategies to optimize your financial goals, you'll find it all here. See below for the latest posts, and stay ahead in your tax planning journey.
💍 Marriage, Divorce, Family, and Year-End Tax Moves to Consider for 2025
Review key year-end tax strategies for marriage, divorce, and family planning to make the most of 2025’s tax-saving opportunities.
Smart Year-End Crypto Tax Strategies for 2025
Reduce your 2025 crypto tax bill with smart year-end strategies — loss harvesting, donations, gifting, and self-directed accounts.
Year-End Vehicle Purchases: A Smart Way to Maximize 2025 Deductions
Save on taxes by purchasing a qualifying business vehicle before December 31, 2025 — SUVs, trucks, and smaller cars all offer unique benefits.
Six Powerful Year-End Tax Strategies for Business Owners
Smart year-end tax planning moves to lower your 2025 tax bill — six key steps business owners should take before December 31.
Clean Energy Tax Incentives Are Phasing Out: Act Before These Key Deadlines
Explore which clean energy tax credits are ending soon. Learn key 2025–2028 deadlines for solar, EVs, home upgrades, and business incentives.
New 2025 Tax Deductions & Credits: Key Opportunities Through 2028
Explore the latest 2025 tax breaks, including expanded SALT deductions, new auto loan interest and tip income deductions, senior tax relief, and enhanced child tax credits. Plan ahead—most expire by 2028.
TCJA Tax Cuts Made Permanent: What It Means for Your Long-Term Tax Strategy
The 2025 tax bill extends key TCJA provisions—lower brackets, higher deductions, and AMT relief. Learn how this impacts multi-year tax and investment planning.
BOI Reporting Lifted for U.S. LLCs and Corporations
Big news from FinCEN: As of March 2025, U.S.-based LLCs and corporations are no longer required to file beneficial ownership information (BOI) reports. If you've already filed, you're covered—no further action is needed. Foreign entities still face certain requirements, but most domestic businesses are now off the hook.
Backdoor Roth IRA: Smart or Risky?
Considering a Backdoor Roth IRA? This strategy can be powerful for high earners—but it comes with caveats. Here's what you need to know before converting.
How to Avoid Underpayment Penalties
Missing estimated tax payments in 2025? You could owe more than you think. Here’s how to avoid costly IRS underpayment penalties—plus tips to fix it even if you're behind.
Retirement Plan Options Available for 2025
Still time to cut your 2025 tax bill. See which retirement plans—like SEP IRAs or Solo 401(k)s—can help you save thousands and secure long-term financial growth.
Selling Your Home: Do You Need to Report It to the IRS?
When selling your home, understanding IRS reporting requirements and the $250,000/$500,000 tax exclusion can help you stay compliant and avoid audits. Learn when and how to report the sale, even if no taxes are owed.
Navigating the Corporate Transparency Act (CTA) Amid Legal Uncertainty
The Corporate Transparency Act (CTA) is in flux due to legal rulings delaying BOI reporting requirements. Discover what this means for your business, including suspended deadlines, voluntary filing options, and how to prepare for future compliance.
Maximizing EV Tax Credits: Drive Into Savings
EV tax credits for 2025 make switching to electric more affordable than ever. Discover how to save up to $7,500 on new EVs, $4,000 on used models, and take advantage of leasing and business incentives. Embrace the future of transportation and maximize your savings.
Crypto Strategies for 2025
2025 brings new opportunities and challenges for cryptocurrency investors. Discover four powerful strategies to reduce tax liabilities, including loss harvesting, donating or gifting crypto, and using self-directed accounts. Proactive tax planning is key—learn how to keep more of your profits.
Preparing for Change: How the Expiring TCJA Provisions Could Impact Your Taxes
Key provisions of the Tax Cuts and Jobs Act are expiring in 2025, potentially impacting your tax liability. Discover actionable strategies to prepare for higher tax rates, maximize deductions, and adjust your tax planning to stay ahead of the changes.
2024 Tax Updates: Inflation Adjustments Compared to 2023
As we move into 2024, understanding the new inflation adjustments is essential for smart tax planning. This article provides a clear, side-by-side comparison of key changes from 2023, including updates to standard deductions, federal income tax brackets, and retirement contribution limits. With increases across all filing statuses and new income thresholds, these adjustments present opportunities to optimize your tax strategies. Dive in to see how these changes may impact your financial planning this year.

