- Year End Stock Strategies for Savvy Investors
- As the year draws to a close, taxpayers with substantial stock holdings have a unique opportunity to engage in strategic planning to optimize their tax positions.
- Owe the IRS? How Individuals and Business Owners Can Fix Tax Problems Before They Spiral
- Behind on taxes or owe the IRS? Whether you’re an individual or a business owner, learn how to fix tax problems during the IRS furlough and before penalties pile up.
- Video Tips: Unlocking AOTC for Students
- Watch this video to learn how a qualified student can independently claim the education credit for their qualified tuition and related expenses.
- Unlock Hidden Savings: Master the American Opportunity Tax Credit with These Essential Strategies
- The American Opportunity Tax Credit (AOTC) is a valuable educational credit designed to help students and their families offset the cost of higher education. Maximizing this credit can lead to significant financial benefits when managed strategically.
- Inflation Into Opportunity: How Smart Businesses Turn Rising Costs Into Margin Gains
- Inflation is steady but still squeezing margins. Learn how to use this moment to reprice smarter, strengthen cash flow, and make 2026 your margin expansion year.
![]() ![]() |
| ![]() |


