by Kaleb Price, CFP®, CPA | Mar 31, 2025 | Blog
With tax season in full swing for CPAs, the numbers can become jumbled, social interaction few and far between, and little to no time for additional questions you may have outside of your tax return. Over the years, I’ve noticed clients tend to have a lot of the same...
by Kaleb Price, CFP®, CPA | Sep 18, 2024 | Blog
On January 1, 2018, the Tax Cut and Jobs Act went into effect, creating sweeping overhauls to taxes for income, estate, corporations, and non-profit organizations. While the law has decreased taxes for most individuals and businesses, many of the provisions are...
by Kaleb Price, CFP®, CPA | Mar 12, 2024 | Blog
In 2021, the Corporate Transparency Act became law, requiring many business owners to submit additional information on the company and its beneficial owners to the Financial Crimes Enforcement Network (FinCEN), a bureau of the U.S. Treasury Department. The goal of the...
by Kaleb Price, CFP®, CPA | Feb 28, 2024 | Blog
As the 2023 tax season kicks into top gear, have you started thinking about 2024 yet? While most tax planning is accomplished throughout the year, getting a head start can help make 2024 a smooth ride. If you traditionally max out your 401(k) or IRA, your regular...
by Kaleb Price, CFP®, CPA | Dec 5, 2023 | Blog
What Entity Choice is Right for Me? Are you thinking about starting a business and not sure what entity is the right choice for you? If you’ve ever gone on to the secretary of state’s website to create a new entity, the choices can be a bit overwhelming. Let’s go...
