New Tax Provisions in the One Big Beautiful Bill Act
The Big Beautiful Bill extended current tax rates and included several new tax provis...
Missouri Bill Aims to Eliminate Capital Gains Tax: What It Means for You
Missouri is on the brink of a historic tax reform that could significantly benefit in...
What If We Go Back to Old Tax Rates?
Let's look at recent history of tax rates and how they could change if key provisions...
Taxes on Retirement Income
When you leave your job and enter retirement, your tax situation can drastically chan...
How to Reduce RMDs with 5 Strategies
We want you to understand how to properly save and manage your money to help reduce y...
6 Reasons Roth Conversions Could Work for You
The idea of having more tax-free money to spend in retirement or to pass on to the ne...
Do I Need a CPA?
The complexity of someone’s tax situation depends on several different factors, suc...
2024 Tax Return Tips
While Tax Day isn’t until April 15 each year (unless April 15 falls on a weekend), ...
Traditional Versus Roth 401(k)
People frequently ask us whether they should contribute to a Roth 401(k) or a traditi...
Charitable Giving in Retirement
As the end of the year approaches, many individuals make charitable donations to the ...
What Is Tax Diversification?
Martin James, CPA, PFS and Dean Barber review the three tax buckets and discuss strat...
2025 Tax Brackets: IRS Makes Inflation Adjustments
The IRS announced inflation adjustments for the 2025 tax year. Let's review the 2025 ...