Think 529 plans are just for college? Think again. From K–12 tuition and apprenticeships to student loan repayment and even Roth IRA rollovers, today’s 529 plans offer more flexibility than ever — making them a powerful tool for education funding and estate planning.
Sole proprietorship, partnership, LLC, or corporation? Choosing the right business structure can shape everything from your taxes to your personal liability. Before you file anything, get familiar with the pros, cons, and key differences — and why it’s smart to consult trusted advisers before making a decision.
From mileage logs to Section 179 write-offs, the tax rules for business vehicles are more complex than they appear — but also full of opportunities. Whether you’re driving a company car, leasing a vehicle, or even using a motorcycle for work, the method you choose can make a big impact on your bottom line.
Starting April 14, some people must visit a Social Security office in person to verify their identity before claiming benefits or changing direct deposit info. We break down what you need to know, who it affects, and how to avoid long wait times and potential scams.
FinCEN just eased the burden of BOI reporting for domestic companies with a new interim final rule—no more initial or updated filings required under the Corporate Transparency Act.
Estimated tax payments can be tricky—especially if your income fluctuates throughout the year. We break down safe harbor rules, the importance of ratable payments, and strategies like increased withholding and RMD tactics to help you avoid costly penalties.
Owe taxes but can’t pay by April 15? You’re not alone! From IRS payment plans to home equity loans, there are several options to avoid penalties and interest. Learn how to manage your tax bill and stay ahead of the game
The S&P 500 entered correction territory in mid-March as trade tensions escalate and businesses brace for higher costs. See how shifting tariff policies are rattling the markets and what it could mean for investors.
Investor demand for ETFs has skyrocketed, with over $10 trillion invested by the end of 2024. But what sets them apart from mutual funds? From lower costs to tax efficiency and trading flexibility, ETFs offer unique advantages that investors are taking notice of.
For small businesses, tax season can feel like walking a tightrope—balancing operating expenses while preparing for tax payments. The key? Strategic cash flow management. Smart planning can turn tax season from a headache into an opportunity.
