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How Can Tempe Arizona Retirees Reduce Required Minimum Distribution Taxes?
Disclaimer: This content is provided for general educational purposes and does not constitute individualized tax advice. Tax planning...
What Does the IRS Math Act Mean For Tempe Arizona Taxpayers?
Key TakeawaysIRS notices must now provide a clear, specific explanation of the exact error. Not generic language or guesswork. The IRS...
What’s the Tempe Arizona Gig Worker Solution to a Surprise Tax Bill?
Key TakeawaysEstimate your full 2025 tax liability now (including income tax and Self-Employment Tax) to avoid underpayment penalties before...
IRA v Roth IRA v 401(k): Should Tempe Arizona Taxpayers Convert Before 2026?
Key TakeawaysTraditional IRA gives you a tax break today and taxable withdrawals later. Roth IRA means tax-free growth and...
A Moment to Give Thanks for My Tempe Arizona Clients
As we’re entering Thanksgiving week, I’ve been thinking about how “interesting” this year has been. And I mean that in the polite way we describe...
What Are The Best Safe Online Shopping Tips For Tempe Arizona Holiday Shoppers?
Key Takeaways Watch for IRS impersonation scams. Use a password manager. Strong, unique passwords for every account are...
What is in the One Big Beautiful Bill? Child Tax Credit Changes for Tempe Arizona Families
Key TakeawaysThe Child Tax Credit (CTC) is now worth up to $2,200 per child for 2025 taxes (filed in 2026). Up to $1,700 of the credit is...
Before selling your investments or property (read this first)
Key Takeaways Hold for at least one year and a day to qualify for lower long-term capital gains rates. Use losses to offset gains through tax-loss...
Multi-Generational Caretaking Tax Planning for Tempe, Arizona Families
One of the trends of recent years has been a rise in multi-generational living. Whether it's for economic or health reasons, when Mom and Dad or...