You're Not Alone: It's Normal to Feel Anxious About Taxes and Personal Finance
Let’s be honest: most people didn’t learn about taxes or personal finance in school. There was no class on how to file a tax return,...
No More Tax Season Shock: Why Proactive Tax Planning Matters All Year Long
It’s a familiar story: tax season rolls around, your accountant crunches the numbers… and then comes the surprise. Maybe you owe way more...
💡 No More Personal Exemptions? Why That’s Good News for Dependents with Jobs
When the Big Beautiful Bill (BBB) was signed into law on July 4, 2025 , it made permanent a number of tax changes first introduced in...
🎓 How Businesses Can Make Tax-Deductible Student Loan Payments for Employees — Updated for 2025
Student loan debt has long been a financial weight on employees—and a missed opportunity for employers. But thanks to the Big Beautiful...
💼 QBI and the Big Beautiful Bill: What Changed—and What Didn’t
The Qualified Business Income (QBI) deduction , also known as the Section 199A deduction , has been a powerful tax-saving tool for small...
🚨 Heads Up! Your State Might Still Tax Your Tips and Overtime
On July 4, 2025 , the federal government enacted sweeping tax reforms under the Big Beautiful Bill (BBB) —including headline changes like...
🍽️ What’s Changed for Tipped Workers?
On July 4, 2025 , President Trump signed the One Big Beautiful Bill (also referred to as the BBB ) into law. Alongside sweeping tax...
🚗 Auto Loan Interest Is (Partially) Deductible Again — Thanks to the Big Beautiful Bill
Here’s what you need to know about the new auto loan interest deduction and how it might impact your tax strategy. For years, taxpayers...
🏡 Is HELOC Interest Still Tax Deductible? Yes — But Only If You Use It the Right Way
Thinking of using a HELOC to fund college or buy a car? Here’s what the IRS says about whether you can deduct the interest. Home equity...
📊 The Standard Deduction Is Going Up — But Will It Last?
Here’s what the Big Beautiful Bill means for your taxes in 2025 — and why now is the time to plan ahead. When Congress passed the Tax...
🏡 How the SALT Cap Increase in the Big Beautiful Bill Could Put More Money Back in Your Pocket
If you’ve ever itemized deductions and hit a frustrating limit on how much you could deduct for state and local taxes (SALT), you're not...
Traction
It's what I'm reading this month. Feeling Stuck in the Weeds of Your Business? Traction Can Help You Break Free. If you're a small...
What the Big Beautiful Bill Means for You: Key Tax Law Changes Every Individual Should Know
The new tax legislation under the Big Beautiful Bill is inspiring lots of questions. Taxes are changing—again. And while the name may...