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TAX
September 18, 2026
September 18, 2026 | By Eric Degen | 0 Comments

2026 Individual Tax Deductions, Credits and Thresholds: What Taxpayers Need to Know

Tax year 2026 brings a number of important changes for individual taxpayers. Inflation adjustments have increased many familiar tax thresholds, while recent tax legislation has made other provisions permanent, expanded certain deductions and credits, and introduced new planning opportunities. The rules discussed below apply to income earned during 2026 and generally reported on tax returns

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Trump Accounts
July 8, 2026
July 8, 2026 | By Eric Degen | 0 Comments

Trump Accounts: What Parents of Children Born Before 2025 Need to Know

The new Trump Account program has generated a lot of interest among parents and grandparents looking for ways to save for their children’s future. One of the most common questions we hear is: “My child is under 18 but was born before 2025. Are they eligible?” The answer is yes, but with an important limitation.

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Young couple
May 5, 2026
May 5, 2026 | By Eric Degen | 0 Comments

20 Money Tips for Newly Married Couples

Starting a life together brings financial decisions into sharper focus. The habits you establish early will influence not only your day-to-day cash flow, but also your long-term wealth, stress levels, and ability to pursue shared goals. The following guidance is designed to help newly married couples build a stable and intentional financial foundation. Begin with

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Capital Gains Tax
April 29, 2026
April 29, 2026 | By Eric Degen | 0 Comments

Capital Gains Tax Explained

Capital gains tax is one of the most important and often misunderstood components of personal taxation. Whether you are trading stocks, selling real estate, or rebalancing a portfolio, understanding how gains are taxed can have a meaningful impact on your after-tax returns. A capital gain occurs when you sell an asset for more than its

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Side Hustle
April 16, 2026
April 16, 2026 | By Eric Degen | 0 Comments

Should You Continue Your Self-Employment Side Hustles or Replace Them with Traditional Employment?

Deciding whether to continue your self-employment side hustles or transition into traditional employment requires a structured evaluation of financial stability, long-term opportunity, and personal priorities. Each path offers meaningful advantages, but they operate under very different economic and tax frameworks. The right decision is rarely absolute and is typically based on how well each option

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About No Tax on Tips
January 30, 2026
January 30, 2026 | By Eric Degen | 0 Comments

Understanding the “No Tax on Tips” Rule Under the One Big Beautiful Bill Act

The One Big Beautiful Bill Act (OBBBA) introduced a new federal income tax benefit that is often referred to as “no tax on tips.” While the phrase is catchy, the rule is more precise and more limited than the headline suggests. This article explains how the rule works, what qualifies, and what does not. What

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2026
December 16, 2025
December 16, 2025 | By Eric Degen | 0 Comments

Starting 2026 Poised for Increased Business Success

The start of a new year creates a rare window of clarity. The noise of daily operations quiets just enough to allow business owners to step back, reassess, and make deliberate choices. Entering 2026 poised for increased success is not about chasing bold resolutions. It is about building focus, resilience, and momentum through disciplined planning

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November 25, 2025
November 25, 2025 | By Eric Degen | 0 Comments

The Strangest Tax Strategies and Loopholes Ever Used

  Every tax system, no matter how complex or well intentioned, contains unusual rules that create opportunities few people ever notice. While most taxpayers focus on common deductions and credits, history is filled with strange, unexpected, and sometimes brilliantly creative strategies that took advantage of gaps in the tax code. These oddities highlight how resourceful

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Business Expenses
November 20, 2025
November 20, 2025 | By Eric Degen | 0 Comments

Home-Based Business Expense Guidebook

This guidebook is designed for business owners operating LLCs, Partnerships, and S-Corporations from their homes. It explains how common expenses work, how to document them properly, and provides practical worksheets you can use with your tax professional or advisor. This is an educational tool and not a substitute for personalized tax advice.   Table of

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