Deductions, Individual taxes, Tax Planning
Top 10 Overlooked Tax Deductions and Credits for 2025 Many taxpayers leave money on the table every year by missing out on deductions and credits they’re eligible for. While the tax code is complex, identifying these overlooked opportunities could save you thousands....
Estimated Payments, Individual taxes, Tax Planning
Top Tax Strategies for High-Income Earners in 2025 High-income earners face unique tax challenges — higher marginal rates, phaseouts of deductions and credits, the Alternative Minimum Tax (AMT), and the 3.8% Net Investment Income Tax (NIIT). But with smart planning,...
Individual taxes, Tax Credits, Tax Planning
How the 2025 Child Tax Credit Changes Could Impact Your Family The Child Tax Credit (CTC) has been a crucial source of tax relief for millions of American families. In 2025, several changes take effect — some favorable, others more restrictive — and understanding them...
Business taxes, SaaS, Sales Tax
The Tax Challenges Every SaaS Business Must Understand in 2025 As Software-as-a-Service (SaaS) continues to dominate the software delivery model, tax compliance for SaaS businesses has become more complicated than ever. Federal, state, and even international rules...
Individual taxes, Tax Rates
What the 2025 IRS Inflation Adjustments Mean for Your Tax Bracket, Deductions, and Credits Every year, the IRS updates federal tax brackets, standard deductions, and contribution limits to account for inflation. These adjustments help taxpayers avoid “bracket creep,”...
Retirement, Deductions, Social Security
What the “One Big Beautiful Bill” Means for Social Security Taxes in 2025 On July 4, 2025, President Trump signed into law the One Big Beautiful Bill (OBBBA)—a major tax-and-spending package containing several provisions impacting federal income taxation. One key...
Estimated Payments, Individual taxes
Estimated Tax Payments for High-Income Individuals: What You Need to Know in 2025 The estimated tax payment rules for high-income individuals can feel complicated, but understanding them is crucial to avoid penalties and interest. In this post, we’ll explain how...
Retirement, 401(k), Business taxes, Secure Act 2.0
SECURE Act 2.0 Retirement 2025: 4 Opportunities for Small Business Owners The SECURE Act 2.0 retirement 2025 changes are here, offering new opportunities — and responsibilities — for small business owners and high-income professionals. In this post, I’ll explain...
Business taxes, SaaS, Sales Tax
SaaS Sales Tax 2025: The Do’s and Don’ts of Staying Compliant The SaaS sales tax 2025 landscape is more complex — and more important — than ever. With over half of U.S. states taxing cloud-based software, businesses selling Software-as-a-Service need to know how to...
