The Little CPA
The Little CPA
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The Little CPA

The Little CPA blogs are written by Cherie (CPA/PFS), a licensed CPA and AICPA Personal Financial Specialist (PFS), licensed in California. With more than 15 years in tax compliance and financial advisory, the focus has always been high-net-worth individuals, estate, gift, and trust planning, nonprofits with a particular eye toward charitable strategy. By day, Cherie works at a tech-forward private client service firm serving high-net-worth founders, investors, and community leaders. By calling, she believes money is a tool for stewardship, and every post here is written to help you use it well. The Little CPA blends technical accuracy with a faith-grounded lens on wealth. Expect scripture next to AI tools, and generosity treated as a financial strategy, not an afterthought. Credentials are verifiable through the AICPA PFS credential directory and California Board of Accountancy license lookup. Follow along on Instagram, LinkedIn, and Pinterest, or join The TLC Collective for deeper content.

caring for widows and orphans

3 Practical Ways to Care for Widows and Orphans

All Posts, Charitable Giving, Faith and Finance /

The Short Answer The Bible calls us to care for widows and orphans (James 1:27, Isaiah 1:17, Acts 6:1-3). You can do this by volunteering your time, donating money or resources, and intentionally building relationships with those who have experienced loss. Every act of care, big or small, is a form of Biblical stewardship. Key

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black woman home ownership

4 Ways Homeownership Can Reduce Your Tax Bill

All Posts, Financial Growth, Financial Management, Personal Tax, Real Estate /

The Short Answer What can homeowners deduct on taxes? Homeowners can potentially deduct property taxes, mortgage interest, home office expenses, and exclude a large portion of their profit when selling their home. Homeowners under a certain income threshold can deduct up to $40,400 in State and Local Tax (SALT) payments. Key Takeaways The SALT deduction

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black home ownership

Are Home Improvements Tax Deductible? The Hard Truth for Homeowners

All Posts, Personal Tax, Real Estate /

The Short Answer Most home improvements don’t qualify for a tax deduction or credit. However, energy-efficient upgrades (installed by December 31, 2025), home equity loan interest, home office improvements, medically necessary modifications, and capital improvements can all reduce your federal tax burden either now or when you sell. Key Takeaways The energy-efficient home improvement credit

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