by Mike Scialo | Jun 24, 2026 | Blog
If you run your own business and contribute to a SEP IRA, SIMPLE IRA, or solo 401(k), there’s a good chance you have mishandled the deduction; not by missing it, but by reporting it in the wrong place on your return. It’s one of the most common errors...
by Kiran Amlani | Jun 17, 2026 | Blog
Filing an extension can be a practical decision. If your return is complex, extending can give you time to file accurately instead of rushing a return that may later need to be corrected. But an extension is only useful if you use the extra time well. The IRS grants...
by Kinga Sojka | Jun 10, 2026 | Blog
The early career and young family years are often when financial complexity begins to accelerate. Career advancement, marriage, homeownership, and raising children frequently occur within a relatively short period of time, creating competing financial priorities and...
by Jackie Arroyo | Jun 3, 2026 | Blog
Financial planning is often framed as a set of universal rules: save diligently, diversify investments, minimize taxes, and plan for retirement. While these principles are sound, they overlook an important reality: financial strategy is not static. The priorities,...
by Bronswick Benjamin | May 27, 2026 | Blog
For most people, mailing a tax return feels straightforward: get it in the mailbox by the deadline, and you’re done. That instinct isn’t entirely wrong, but a rule change made effective in December 2025 has brought an important detail to light...
by Bronswick Benjamin | May 20, 2026 | Blog
For business owners, the retirement-plan question is rarely just which option allows the biggest contribution. The more useful question is which plan best fits your income pattern, headcount, tax posture, and tolerance for administration. A SEP IRA, SIMPLE IRA, and...
