Videos

This One Big Beautiful Bill has introduced sweeping tax reforms that every American needs to understand, including updates to tax rates, tax on overtime and tips, and the tax break for seniors. These changes aren't just policy updates; they're potential game-changers...

What are RSUs and RSAs, and how do they work? In this video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, provides a comprehensive overview of restricted stock units and awards, answering key questions, including: How are they taxed? When do they qualify as...

 Are you a small business owner looking to simplify the complexities of business taxes and make smarter, more informed decisions for your company? In our latest video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, covers topics such as: How to pick a retirement...

Are you prepared for tax season? With this time of year upon us, it's crucial to arm yourself with the knowledge and preparation needed to navigate it successfully. In our latest video blog, Managing Partner Ryan C. Sheppard, CPA, CFF reviews some tax season basics,...

As the 2024 Presidential election approaches, understanding the tax policies proposed by each candidate is crucial for informed financial planning. In his latest video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, discusses the tax policy proposals of President...