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  • FINANCIAL MANAGEMENT
    • FAITH AND FINANCE
    • BUDGETING AN SAVING
    • TAX PLANNING
    • CREDIT AND DEBT MANAGEMENT
  • FINANCIAL GROWTH
    • INVESTING
    • REAL ESTATE
    • SOCIAL ENTERPRISE
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hiring your children
  • Picture of The Little CPA The Little CPA
  • January 2, 2026

Hiring Your Children: 5 Important Tax Considerations

Learn the benefits of hiring your children for your family business. Discover tax rules, standard deduction limits, and how to...
All Posts ~ Financial Management ~ Parents
Black cpa accountant
  • Picture of The Little CPA The Little CPA
  • February 1, 2024

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

The Need for Black CPAs and Black Tax ProfessionalsLess than 2% of CPAs in America are Black.That's not it. An...
All Posts
HELOC application
  • Picture of The Little CPA The Little CPA
  • January 15, 2024

Should You Open a HELOC? Understand the Risks and Benefits

A top financial advisor shares exactly when a HELOC makes sense — and when it doesn't. Learn the risks, benefits,...
All Posts ~ Parents
black cpa
  • Picture of The Little CPA The Little CPA
  • September 4, 2023

Tax-Efficient Giving: All About Charitable Remainder Trusts

Discover how charitable remainder trusts offer tax advantages, efficient wealth transfer, and greater philanthropic impact, particularly in high-interest rate environments.
All Posts ~ Financial Impact
I Will Teach You to be Rich Ramit Sethi
  • Picture of The Little CPA The Little CPA
  • July 9, 2023

I Will Teach You To Be Rich: Book Review

This book offers actionable steps on investing, conscious spending, and low-fee banking options, while tapping into the psychology of money...
All Posts ~ Book Reviews ~ Financial Management
infinite banking
  • Picture of The Little CPA The Little CPA
  • February 13, 2023

Infinite Banking: A CPA and Registered Investment Advisor’s Honest Take

The Short Answer Infinite banking uses a permanent life insurance policy as a personal borrowing tool. The tax advantages are...
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Roth IRA invest
  • Picture of The Little CPA The Little CPA
  • November 11, 2022

Investing with a Roth IRA: Q&A with Bryan Hasling, CFP®

Learn the essentials of investing with a Roth IRA. Discover tax-free growth benefits and tax strategies from Bryan Hasling, CFP®.
All Posts ~ Financial Freedom ~ Financial Growth
Before you invest
  • Picture of The Little CPA The Little CPA
  • November 9, 2022

Investing 101: 5 Things Every Modern Investor Needs to Consider

Discover five essential factors to consider before you invest your money, from asset allocation to tax strategy, so you can...
All Posts ~ Financial Freedom
estate planning for parents
  • Picture of The Little CPA The Little CPA
  • May 29, 2022

5 Estate Planning Considerations: Q&A with Jennifer V. Abelaj, J.D., CPA

In this interview with Jennifer V. Abelaj, J.D., CPA, discover 5 essential estate planning considerations for families to protect your...
All Posts ~ Parents
black generational wealth
  • Picture of The Little CPA The Little CPA
  • May 22, 2022

Inherited Property: What is Step-Up in Basis?

Key points:What is step-up in basis? A tax provision that resets the cost basis of an inherited asset to its...
All Posts ~ Parents
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