Skip to content Skip to footer

Financial Planning

XOA TAX - Best CPA & Accounting Services Close

A person struggling to carry a heavy load of unpaid taxes up a staircase, reaching for help from a tax professional.

Financial Planning, Individual TaxNovember 9, 2024

Unpaid Taxes & Financial Hardship: What To Do When You’re Behind

Two hands reaching towards a symbol representing the Child Tax Credit.

Financial Planning, Individual TaxNovember 8, 2024

Understanding Child Tax Credits for Divorced or Separated Parents

A graphic illustration of a piggy bank with a speech bubble saying "Kiddie Tax?"

Financial Planning, Tax PlanningNovember 8, 2024

Navigating the Kiddie Tax: A Parent’s Guide to Capital Gains in UTMA Accounts

A stylized tree growing from coins, with branches representing reinvestment strategies for inherited IRAs.

Estate Planning, Financial Planning, Retirement Planning, Tax PlanningNovember 8, 2024

Turning an Inherited IRA into Long-Term Wealth: 5 Smart Reinvestment Strategies

A peson protecting an inherited IRA with a "Tax Savings" shield.

Estate Planning, Financial Planning, Retirement Planning, Tax PlanningNovember 8, 2024

Inherited IRA Distributions: A Guide to Minimizing Taxes in 2025

Block illustration of a hand dropping a coin into a stylized piggy bank with a heart symbol, representing a DAF and Charitable Giving.

Financial Planning, Retirement Planning, Tax PlanningNovember 8, 2024

Donor Advised Funds: Maximize Your 2024 Charitable Impact