SEEDS OF KNOWLEDGE

The Great Wealth Transfer: Ensuring Your Heirs Are Prepared for Financial Success

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduces sweeping changes across tax policy, employee benefits, education funding, and savings programs. For educators specifically, there are several provisions that offer new opportunities and resources, particularly in areas such as school choice, tax-advantaged savings for children, and expanded workplace benefits.

Special Update: Insights on U.S.-China Trade Progress by Todd J. Pouliot, AIF I want to share some straightforward information about the...

Federal Employees Retirement System (FERS) Supplement, also known as the Special Retirement Supplement (SRS), is a payment made to eligible

The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.

What issues should I consider when harvesting capital losses? Tax-loss harvesting is a popular strategy, but it’s not always clear whether i

Running your own business (including 1099 work) introduces different elements that aren’t always easy to factor into your personal financial

What Issues Should I Consider When Reviewing My Estate Planning Documents?

Sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement.