Month: December 2025

Year-End Tax Insight

As we gear up for next tax season, we find it is a good time to revisit several tax rules that can affect business owners and self-employed individuals. These concepts, when not properly understood, can …

Key Depreciation & Expensing Updates for 2025

The One, Big, Beautiful Bill Act (OBBBA), signed into law in July 2025, permanently restores 100% bonus depreciation for qualifying assets acquired and placed into service after January 19, 2025. This means …

A Deeper Dive into RMDs

Welcome in to this week’s very important update!

Whether you or someone you know is retired or planning for retirement, knowing how retirement accounts affect your taxes is essential for maximizing benefits and minimizing costs. A solid understanding of …

What’s New for 2026: Accounts and Credits

Happy Monday,

In this issue of our end-of-the-year newsletter series, we will discuss more changes from the One, Big, Beautiful Bill Act including ABLE accounts, Trump Accounts, and Child Tax Credits. We will also inform …

OBBBA Clarifications and Scam Protection

Good morning from Dan Johnson, CPA, we hope you had a fulfilling holiday weekend! In this issue, we’ll highlight some of the important details regarding OBBBA changes and how they may apply to you …