The Little CPA - The Little CPA

35 Black-Owned CPA and Enrolled Agent Firms You Need to Know

By The Little CPA February 1, 2024All Posts, Business Tax, Personal TaxNo Comments

Looking for a Black-Owned tax or accounting firm managed by an experienced and trusted CPA or Enrolled Agent (EA)?Look no further!Executives, owners and founders of middle-market businesses or nonprofits who…

Should You Open a HELOC? Understand the Risks and Benefits

By The Little CPA January 15, 2024All Posts, Credit, Debt Management, Parents, Real EstateNo Comments

Considering a Home Equity Line of Credit (HELOC)? Discover a HELOC is, how a HELOC works, risks, benefits and more!

5 Tax Benefits for Your Home Improvements

By The Little CPA January 13, 2024All Posts, Personal Tax, Real EstateNo Comments

Key takeaways from 5 Tax Benefits for Your Home Improvements:You might qualify for tax credits if you make certain energy-efficient improvements to your home.You might be able to deduct interest…

Six Tax Items Every Cryptocurrency Investor Should Know

By The Little CPA January 11, 2024All Posts, Digital Assets, Financial Growth, Financial Management, Personal TaxNo Comments

Although cryptocurrency taxation is still evolving, there are current tax laws in place every crypto investor should know.

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4 Ways Home Ownership Can Reduce Your Tax Bill

By The Little CPA January 2, 2024All Posts, Financial Growth, Financial Management, Personal Tax, Real EstateNo Comments

Key takeaways from 4 Ways Home Ownership Can Reduce Your Tax Bill:As a homeowner, you are eligible for both a property tax and mortgage interest tax deduction.Business owners who own…

home equity loan heloc interest tax deduction

Is Interest on Home Equity Loans and HELOCs tax-deductible?

By The Little CPA January 2, 2024All Posts, Personal Tax, Real EstateNo Comments

Do you want to know if your Home Equity Loan or HELOC provide any tax benefits? Check out the blog for insights on the mortgage interest tax deduction and more!

529-to-Roth Rollover: Changes Under 2019 and 2022 SECURE Acts

By The Little CPA November 23, 2023Parents, Stocks and Equity, StudentsNo Comments

From 529-to-Roth IRA Rollovers to Student Loans, learn the enhanced benefits of 529 Plans under the 2019 and 2022 Secure Acts.

10 Best Budgeting Apps of 2024

By The Little CPA November 2, 2023Budgeting and saving, Financial ManagementNo Comments

YNAB, Rocket Money, Empower, PocketGuard - check out the blog for a summary of the 10 Best Budgeting Apps for wealth management, money tracking and more!

3 Popular College Savings Accounts for Parents

By The Little CPA October 27, 2023All Posts, Financial Freedom, Financial Growth, Financial Management, Generational Wealth, Parents, Stocks and EquityNo Comments

When investing in your child’s future, it is important to consider the tax implications, your goals, your child’s goals and your family values.

The Power of Charitable Remainder Trusts (CRTs) in High-Interest Rate Environments

By The Little CPA September 4, 2023All Posts, Charitable Giving, Financial Impact, Generational WealthNo Comments

Discover how CRTs offer tax advantages, efficient wealth transfer, and greater philanthropic impact, particularly in high-interest rate environments.