by Sara Raby | Aug 28, 2025 | blog, Individual Tax
The Trump Savings Account, created under the One Big Beautiful Bill Act (OBBBA) and signed into law on July 4, 2025, represents one of the most significant changes to tax-advantaged savings in recent years. While its name is politically charged, the account itself is... 
by Sara Raby | May 26, 2025 | Corporate Tax Services, Entity Formation, Flow-Through Tax Services, Individual Tax
When it comes to long-term tax-efficient wealth building, high-income earners often face one frustrating reality: traditional Roth IRAs come with income limits that make direct contributions ineligible. Enter the Mega Backdoor Roth IRA strategy—a powerful but often... 
by Cheryl Saroukhanoff | Jan 23, 2024 | blog, Entity Formation, Flow-Through Tax Services, Individual Tax
Being self-employed has many rewards, from choosing your own schedule to creating your own work environment. But one perk you may miss from working for a company is having an employer sponsored plan. There are several retirement plan options available for... 
by Sara Raby | Jan 3, 2024 | blog, Individual Tax, Tax Credits
The Inflation Reduction Act of 2022 or IRA 2022 updated the requirements related to electric vehicle purchases made after August 16, 2022. However, as of July 4, 2025 the One Big Beautiful Bill Act ended the $7,500 electric vehicle tax credit effective September 30,...