Tax Planning and Preparation

The CARES Act Webinar

Our very own Jessica Folsom, EA provides a comprehensive overview on the CARES Act and how it applies to the gigworker, freelancer and the self employed.

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Our very own Jessica Folsom, EA provides a comprehensive overview on the CARES Act and how it applies to the gigworker, freelancer and the self employed.

Please contact us if you are interested in the webinar. Jessica Folsom did a good job with it. LPL Compliance has requested we do not post it here.

The Secret to Buying Low / Selling High

Discover how dollar-cost averaging lets you buy low and sell high without timing the market—boosting returns by 8% through consistent investing strategies.

Fed Rate Cut Predictions

Breaking Down the OBBBA - Reason Top 10 List

Breaking Down the OBBBA: What the 'One Big Beautiful Bill Act' Means for Your Tax Strategy Signed July 4, 2025, the landmark tax legislation offers permanent extensions, temporary relief, and strategic incentives for individuals and business owners alike. The “One Big Beautiful Bill Act” (OBBBA), signed into law

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