by Lori Bowden | Sep 3, 2026 | Business, Individuals, Newsletter, Tax
As the end of 2026 approaches, look beyond investment performance and consider how taxes may affect your overall returns. Although tax considerations generally shouldn’t drive investment decisions, a year-end portfolio review may identify opportunities to reduce your...
by Lori Bowden | Sep 2, 2026 | Individuals, Newsletter, Tax
If you’re eligible to contribute to a Health Savings Account (HSA), consider taking a closer look at your contribution strategy. You may be able to reduce your 2026 taxes while strengthening your long-term financial security. Although many people use HSAs to pay...
by Lori Bowden | Sep 1, 2026 | Business, Newsletter, Tax
One of the most common bookkeeping mistakes business owners make is mixing business and personal finances. Addressing this issue before year end can simplify tax preparation, improve the accuracy of your financial records and help reduce the risk of IRS questions....
by Lori Bowden | Aug 4, 2026 | Business, Individuals, Newsletter, Tax
Families looking for another way to save for a child’s future may want to consider Section 530A accounts. Created by the 2025 tax legislation commonly referred to as the One Big Beautiful Bill Act, these tax-advantaged savings accounts, also known as Trump Accounts,...
by Lori Bowden | Aug 2, 2026 | Business, Newsletter, Tax
With year-end fast approaching, now is a good time to review strategies that could affect your business’s 2026 tax liability. One area that may deserve attention is the tax treatment of advance payments. Some accrual-basis businesses may be able to defer recognizing a...
by Lori Bowden | Aug 1, 2026 | Individuals, Newsletter, Tax
If you’re single with no children, an estate plan can help ensure your wishes will be carried out and important decisions remain in trusted hands. Without a will, state intestacy laws generally determine who inherits assets. While beneficiary designations may control...
