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Steve Julal
Dec 5, 2024
What’s New for Retirement Contributions in 2025? Let’s Break It Down!
IRS raises 2025 retirement limits: 401(k) to $23,500, higher catch-up for ages 60–63. SIMPLE & SEP limits increase, IRA stays at $7,000.
Steve Julal
Oct 25, 2024
Does your company offer Employee Assistance Programs (EAPs)? If so, be mindful of compliance and regulations.
EAPs support employees’ mental health but may require ERISA, COBRA, HIPAA, or ACA compliance. Legal guidance helps ensure full compliance.
Steve Julal
May 20, 2024
Job loss is difficult, and the tax implications can make it even more challenging
Losing a job is difficult, and the tax implications can make it even more challenging.
Steve Julal
May 15, 2024
Don’t have a Tax-Favored Retirement Plan?
Don’t have a tax-favored retirement plan? Set one up now
Steve Julal
Mar 26, 2024
The 2023 Gift Tax Return Deadline
Dive into 2023 gift tax insights: navigate gift giving, tax rules, and deadlines for effective financial planning.
Steve Julal
Mar 22, 2024
Contribute to your IRA While You Still Have Time
If you didn't contribute to an IRA last year, there's still a chance to lower your tax bill for 2023.
Steve Julal
Mar 12, 2024
9 Tax Considerations when Starting a Business as a Sole Proprietor
When embarking on a small business endeavor as a sole proprietor, there are nine key tax factors to consider. Read to learn more.
Steve Julal
Mar 5, 2024
What is the Kiddie Tax? Who Does it Affect?
Kiddie tax are tax rules applicable to unearned income of children under the age 19 or if a college student, under the age 24. Read More.
Steve Julal
Feb 15, 2024
Married Couples: Should You File Jointly or Separately?
Whether to file joint or separate tax returns when married depends on various factors. Discover what factors you should consider.
Steve Julal
Feb 7, 2024
The Tax Implications to Retiring in a Different State
Approaching retirement? You may think about moving to another state, but here's what you need to know before making that move.
Steve Julal
Jan 31, 2024
The Standard Business Mileage Rate is Increasing in 2024
The standard deduction rate is increasing from 65.5 cents to 67 cents - accounting for the national increase in gas prices. Learn more.
Steve Julal
Nov 6, 2023
The Social Security Wage Base is Set to Increase in 2024
FICA Taxes - amounts above the threshold aren’t subject to tax. The “wage base” for 2024 was recently announced and indicates an increase.
Steve Julal
Nov 3, 2023
Facing a Financial Emergency? New Tax Provisions to Withdrawing Money from your IRA or 401K
Next year, employers with certain retirement plans can allow staff members to contribute to pension-linked emergency savings accounts.
Steve Julal
Sep 25, 2023
Tax Consequences to Getting a Divorce
Getting a Divorce? Understand the tax consequences to separating your personal assets.
Steve Julal
Aug 13, 2023
Student Loan Interest - Are they Deductible?
The student loan pause is coming to an end. If you've begun making payments, your interest paid may offer additional tax deductibles.
Nakita Rowell-Stevens
May 16, 2023
Interest Rates on a Rise. What can Businesses and Individuals Seeking Funding Expect?
The FED reported their first increase in rates last year since 2018. So, how does this increase affect those seeking to additional funding?
Nakita Rowell-Stevens
May 3, 2023
Is your Business Recession Proof?
Whether we’re in the beginnings of our next recession or on the verge of one, here are quick steps individuals can take to ensure survival.
Nakita Rowell-Stevens
May 3, 2023
Scaling Your Business: W-2 Employee vs 1099 Contractor
The pros and cons to hiring a W-2 employee versus a 1099 contractor. Evaluate the benefits of each to help grow your business.
Nakita Rowell-Stevens
Apr 17, 2023
Investments, Savings & Loans - How they Impact your Taxes?
Including your savings, investments, and loans on your taxes will affect your tax bill. Find out how!
Steve Julal
Sep 9, 2020
Navigating Telework Together: 5 Engagement Tactics
Telework has become the new norm, and mangers are brainstorming innovative ways to keep their employees excited about their work. Our...
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