Videos

There's a lot to know about Trump Accounts, a new type of tax-advantaged individual retirement account for children under 18. Parents, families, and companies are all asking similar questions: What are these accounts, who are they for, and how might they fit into a...

Tax Day is right around the corner, but you still have options if you need more time. In our latest video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, breaks down everything you need to know as the tax season countdown continues, including: What is a tax...

When selling a business, finding a buyer is only half the battle: structuring the deal to maximize your return and minimize your tax liability is just as important. In our latest video blog, Managing Partner Ryan C. Sheppard, CPA, CFF, reviews key tax strategies for...

With the year beginning to come to a close, now is the time to explore year-end tax strategies that can help you save! It's important to be proactive about your taxes even before tax season begins, and there are many strategies, such as tax-loss harvesting, charitable...

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,...