Top Ten Tax Code Changes for Individuals Expected in 2025

Upcoming and Immediate Tax Code Changes for 2025 As 2025 approaches, several significant changes to the U.S. tax code are set to impact individual taxpayers.  These updates will affect everything from income tax brackets to retirement contributions. Staying informed is crucial for effective tax planning, so let’s dive into the top ten biggest tax changes…

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Recovery Rebate Credit: New Checks Being Issued

Special Stimulus Payments to Those Who Missed Them in 2021 The IRS is issuing special payments of up to $1,400 to approximately one million taxpayers who did not claim the Recovery Rebate Credit (RRC) on their 2021 tax returns.  These payments aim to provide financial relief to individuals who missed out on previous stimulus payments…

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How to Know When Your Small Business Needs a Consultant

Great Ideas for Small Business Growth: When to Hire a Business Consultant Small business owners are experts in their trade.  Whether you’re an artisan, contractor, retailer, or restaurateur, you excel in the craft or service that defines your business.  But as your business grows, the challenges of managing administrative tasks, marketing efforts, financial planning, tax…

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How Alabama Businesses Can Bypass the SALT Deduction Cap

Understanding the SALT Cap Deduction Workaround for Businesses in Alabama The federal State and Local Tax (SALT) deduction cap, enacted as part of the Tax Cuts and Jobs Act (TCJA) in 2017, has created challenges for taxpayers in high-tax states.  This cap limits the amount individuals can deduct for state and local taxes to $10,000,…

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Year-End Tax Planning Strategies: How to Save More Before December 31

End-of-Year Tax Planning for Individuals: Strategies to Maximize Savings As the year draws to a close, tax planning becomes a critical focus for individuals aiming to minimize their tax liability and maximize potential savings.  Proactive planning before December 31 can significantly impact your financial outcomes when tax season arrives.  Here’s a comprehensive guide to effective…

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Is Christmas Lighting Tax Deductible?

Are Christmas Lights Tax Deductible? Let’s Shed Some Light on It! The holiday season is upon us, and if you’re anything like us, you’re already planning to deck the halls (and your roof, driveway, and trees) with twinkling lights that could rival a Christmas parade.  But wait—before you spend all that money on strands of…

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Brother-Sister Relationships: Understanding the Tax Code

Your Comprehensive Guide to Understanding Brother-Sister Relationships in the Tax Code The U.S. tax code uses complex family relationships to determine tax responsibilities and compliance, and among these is the “brother-sister relationship.”  In tax terminology, this concept applies not only to biological siblings but also to a range of business and family-owned structures.  This blog…

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Beneficial Ownership Information: Who, What, and When?

Understanding Beneficial Ownership Information (BOI): What It Is, Filing Requirements, and Why You Need a Licensed Accountant The Beneficial Ownership Information (BOI) reporting is part of the U.S. government’s commitment to increasing transparency around business ownership.  Under the Corporate Transparency Act (CTA), many companies must now disclose detailed information about their beneficial owners to the…

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