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2025 Year-End Planning: What the One Big Beautiful Bill Act Means for You
The One Big Beautiful Bill Act (OBBBA) has introduced some of the most significant tax and planning changes in years—bringing a mix of permanent rules, temporary opportunities, and deadlines that directly impact year-end decisions. As we approach December 31, now is the time to evaluate which provisions can benefit you, what adjustments should wait, and what opportunities will disappear if not acted upon this year.
At our firm, we’re helping clients navigate these changes wi

Zachary Levine, CPA
Dec 9, 20253 min read


Phantom Income, Real Taxes
cpa, tax, taxes, financial planning, tax, Taxes

Zachary Levine, CPA
Dec 4, 20254 min read


2026 Tax Changes You Can’t Afford to Ignore
2026 Tax update

Zachary Levine, CPA
Nov 26, 20253 min read


SECURE 2.0 Opens the Door to Roth SEP and SIMPLE IRAs
retirment, roth, roth ira, Savings, sep ira, simple ira, tax

Zachary Levine, CPA
Sep 30, 20252 min read


How Business Owners Can Save Far Beyond a 401(k)
Defined benefit plan, retirement

Zachary Levine, CPA
Sep 24, 20252 min read
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