Is a godparent a legal guardian? Learn the difference between the “village” role of a godparent and the legal protection of a designated guardian
Godparents vs. Legal Guardians: Is Your Child Truly Protected? Read More »
Discover the top high net worth tax strategies for 2026. Learn how the certain tax laws impact estate tax exemptions, trust rates, and gift limits for wealthy families.
5 High Net Worth Tax Strategies to Protect Your Wealth Read More »
Learn the benefits of hiring your children for your family business. Discover tax rules, standard deduction limits, and how to stay compliant.
Hiring Your Children: 6 Important Tax Considerations Read More »
Why are billionaires like Mark Zuckerberg choosing a charitable LLC over a private foundation? Explore the tax benefits, privacy advantages, and estate planning secrets of this elite strategy
6 Things to Know About Charitable LLCs Read More »
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 want to work with the creator of The Little CPA for tax preparation, audit, estate planning, business planning and other services,
35 Black-Owned CPA and Enrolled Agent Firms You Need to Know Read More »
A top financial advisor shares exactly when a HELOC makes sense — and when it doesn’t. Learn the risks, benefits, and smart ways to use home equity.
Should You Open a HELOC? Understand the Risks and Benefits Read More »
Although cryptocurrency taxation is still evolving, there are current tax laws in place every crypto investor should know.
Six Tax Items Every Cryptocurrency Investor Should Know Read More »
The Short Answer Homeowners can potentially deduct property taxes, mortgage interest, home office expenses, and exclude a large portion of their profit when selling their home. For 2026, the State and Local Tax (SALT) deduction cap jumped from $10,000 to $40,400, making itemizing more worthwhile than ever for many homeowners. These deductions are claimed on
4 Ways Home Ownership Can Reduce Your Tax Bill Read More »
From 529-to-Roth IRA Rollovers to Student Loans, learn the enhanced benefits of 529 Plans under the 2019 and 2022 Secure Acts.
529-to-Roth Rollover: Changes Under 2019 and 2022 SECURE Acts Read More »
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!
10 Best Budgeting Apps of 2024 Read More »
