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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
    • PURPOSE-DRIVEN WORK
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silicon valley startup
  • Picture of The Little CPA The Little CPA
  • June 1, 2026

6 Things to Know About Charitable LLCs

Why are billionaires like Mark Zuckerberg choosing a charitable LLC over a private foundation? Explore the tax benefits, privacy advantages,...
All Posts ~ Financial Impact
college savings accounts for kids
  • Picture of The Little CPA The Little CPA
  • May 23, 2026

College Savings Accounts for Kids: 4 Popular Options (2026 Update)

When investing in your child’s future, it is important to consider the tax implications, your goals, your child’s goals and...
All Posts ~ Financial Freedom ~ Financial Growth ~ Financial Management ~ Parents
asian and white family
  • Picture of The Little CPA The Little CPA
  • May 2, 2026

Term vs. Permanent Life Insurance: Which One Do You Need?

The Short Answer Term life insurance provides coverage for a specific period, such as 10–30 years, and is generally the...
All Posts ~ Parents
african american siblings
  • Picture of The Little CPA The Little CPA
  • January 17, 2026

What is the Kiddie Tax? 8 Facts About Taxing Your Child’s Investment Income

Learn what is the Kiddie Tax and how it impacts your child's investment income in 2026. Discover IRS thresholds, age...
All Posts ~ Financial Management ~ Parents
legal guardianship
  • Picture of The Little CPA The Little CPA
  • January 15, 2026

Godparents vs. Legal Guardians: Is Your Child Truly Protected?

Is a godparent a legal guardian? Learn the difference between the "village" role of a godparent and the legal protection...
All Posts ~ Financial Freedom ~ Parents
high net worth tax strategies
  • Picture of The Little CPA The Little CPA
  • January 2, 2026

5 High Net Worth Tax Strategies to Protect Your Wealth

Discover the top high net worth tax strategies for 2026. Learn how the certain tax laws impact estate tax exemptions,...
All Posts ~ Financial Freedom ~ Financial Management
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
  • 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
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
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