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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
  • FINANCIAL IMPACT
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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
529-to-Roth IRA rollover for families
  • Picture of The Little CPA The Little CPA
  • May 1, 2026

529-to-Roth IRA Rollover: What You Need to Know in 2026

From 529-to-Roth IRA Rollovers to Student Loans, learn the enhanced benefits of 529 Plans under the 2019 and 2022 Secure...
Parents ~ Students
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
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
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
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
Black estate planning attorney
  • Picture of The Little CPA The Little CPA
  • December 28, 2021

Demystifying the Estate Plan: A Q&A with Portia Wood, Esq., LL.M.

What is an estate plan? Portia Wood, Esq., LL.M. breaks down the essentials of legacy wealth planning, from avoiding probate...
All Posts ~ Financial Freedom ~ Parents
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