This page answers the most common questions we receive so you know exactly what to expect when working with our firm. Here’s our top client FAQs (frequently asked questions). Getting Started With Anthem – How do I get started? To get started, you’ll request a Discovery Meeting. Before we schedule that meeting, we gather a […]
Tax season is here, and if you want to avoid filing an extension in 2026, now is the time to take action. Filing by the April 15th deadline doesn’t have to be stressful, it just requires a plan. Follow our 90-day roadmap to get organized, stay on track, and file your 2025 tax return on
How to Avoid Filing an Extension This Year: Our 90-Day Roadmap Read More »
As December winds down, now’s the time to make strategic tax moves that could save you money. Use this comprehensive checklist to ensure you’re maximizing deductions and minimizing your tax bill before December 31. Retirement Contributions 401(k) and 403(b) Plans Traditional and Roth IRAs Self-Employed Retirement Plans Investment Strategies Tax-Loss Harvesting Capital Gains Management Rebalance
Your 2025 Year-End Tax Checklist Read More »
As families gear up for another school year and teachers prepare their classrooms, one question comes up repeatedly: “Can I deduct these school expenses on my taxes?” Understanding school supply tax deductions can be confusing, but knowing the rules can help both educators and parents maximize their savings come tax time. For Teachers: The Educator
Back-to-School Tax Savings: Can I Deduct School Supplies and Expenses? Read More »
When it comes to retirement planning and wealth management, understanding Roth IRA withdrawal rules is crucial for making informed financial decisions. While Roth IRAs offer incredible tax advantages for long-term wealth building, the rules governing when and how you can access your money can be complex. This guide will help you fully navigate the Roth
Roth IRA Withdrawal Rules: What You Can and Can’t Touch Before Retirement Read More »
If you or a loved one is facing the challenge of long-term care, you’re not alone. The costs of in-home assistance, assisted living, or nursing homes can feel overwhelming—and unfortunately, they often come when emotions are already running high. But there’s good news: the long-term care tax deduction could offer the financial relief you didn’t
Can I Deduct Long-Term Care Expenses on My Taxes? Read More »
Selling a rental property is a major milestone—but for many business owners and investors, the looming shadow of capital gains tax can turn excitement into anxiety. You want to keep more of what you’ve earned, but the tax code feels like a maze. The good news? You don’t have to navigate it alone. With the
How Can I Reduce Capital Gains Tax on Rental Properties? Read More »
The Big Beautiful Bill tax reform is a major tax and spending package moving through Congress in 2025. Lawmakers designed it to make many 2017 Tax Cuts and Jobs Act (TCJA) cuts permanent and introduce new rules for individuals and businesses. The House has passed the bill, and it now heads to the Senate. Here’s
What is the Big Beautiful Bill and Why Does It Matter For My Taxes? Read More »
Yes, college athletes earning income from Name, Image, and Likeness (NIL) deals can be subject to the “jock tax” in certain states. What Is the Jock Tax? The “jock tax” is a state and local income tax imposed on non-resident athletes (and sometimes entertainers) for income earned while performing or competing in a particular state
Are NIL Athletes Subject to the Jock Tax? Read More »
The U.S. wine industry is bracing for significant changes as the federal government considers imposing tariffs of up to 200% on European wines, particularly from France and Italy. While the intention behind these tariffs is to bolster domestic wine production, the repercussions could be far-reaching, affecting not only European exporters but also American wineries, importers,
How Tariffs Are Reshaping the American Wine Industry Read More »
