Month: May 2025

Retirement should be a time to enjoy the fruits of your labor, but for many retirees, tax surprises can cast a shadow over their golden years. If you’re collecting both Social Security and pension payments, you might have noticed that a portion of your Social Security benefits are subject to…

Imagine this: You’ve been told by your accountant that you qualify for a large government grant or loan—something that could help you start a new business or pay off debts. It sounds too good to be true, but your trusted advisor assures you it’s legit. You’re excited, perhaps even eager…

As a tax professional with over 25 years navigating the intricate landscape of tax revenue assignments, I’ve seen a myriad of creative approaches to generating revenue and addressing societal needs through the tax system. President Trump’s recent announcement regarding a potential 100% tariff on movies produced outside the United States…