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Over the past 20 years, I’ve worked as a CPA and outsourced CFO to startups and small businesses helping owners understand their financial statements and make strategic decisions that drive their [...]

There has been a pretty robust discussion about the $80 billion of increased funding for the IRS in the Inflation Reduction Act, which President Biden recently signed into law.     Background [...]

Figuring out the most efficient way to navigate the tax impact of inheriting individual retirement accounts has become more complicated since the Internal Revenue Service issued proposed new [...]

Thanks to Joe Manchin, the Senate just approved a massive spending bill named the Inflation Reduction Act of 2022 in a party-line vote after a marathon weekend session. The amended bill was [...]