The Accountant’s Guide to Navigating Changing Tax Laws
One thing I’ve learned in more than three decades as an accountant is that tax laws are never still. Just when you think you’ve got them all figured out, something changes—new legislation, new regulations, or a new interpretation that shifts the rules yet again. For families and small business owners, keeping up with these changes […]
Financial Planning for Families: Smart Strategies for College, Retirement, and Beyond
When I sit down with families to talk about their finances, one theme always comes up: balance. Families want to do right by their kids, secure their own future, and still enjoy life in the present. The challenge is that there are always competing priorities—saving for college, planning for retirement, managing day-to-day expenses, and preparing […]