by Paula Kennedy, EA | Jun 3, 2026 | Uncategorized
Many modern businesses rely heavily on intangible assets, such as goodwill, trademarks, customer lists, proprietary processes and intellectual property. These assets can hold significant value, especially when a business is sold, ownership changes hands, or...
by Paula Kennedy, EA | May 14, 2026 | Uncategorized
Whether you’re relocating for work, retirement, family or lifestyle reasons, state taxes can have a significant financial impact. Taxes vary widely from state to state. And establishing residency for tax purposes may be more complicated than you expect. Before moving,...
by Paula Kennedy, EA | Apr 15, 2026 | Uncategorized
After you’ve filed your 2025 tax return, what’s next? It’s easy to move on to other things, but taking a little time to address some tax-related items now can help you stay organized and avoid issues later. Here are a few to-dos. Check your refund status If you’re...
by Paula Kennedy, EA | Apr 2, 2026 | Uncategorized
If you operate your business as a C corporation, how you put money into your company — and how you take it back out — can have a major impact on your tax bill. Payments from shareholders to fund the business can either be classified as capital contributions (equity)...
by Paula Kennedy, EA | Mar 24, 2026 | Uncategorized
Last year’s One Big Beautiful Bill Act (OBBBA) terminated several clean energy tax incentives earlier than previously scheduled. But if you bought an electric vehicle or made certain green home improvements last year, you might be eligible for a tax credit on your...
