by Naz Nasseri | Jan 15, 2026 | blog, Individual Tax, Tax Credits
What Is a Roth IRA and Why Is It Tax-Advantaged? A Roth IRA is a type of retirement account funded with money on which you’ve already paid income tax. Unlike some other retirement accounts, contributions are not deductible when made. Instead, the primary benefit... 
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 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...