U
Videos

Year End Tax and Asset Moves to Make

Expert Insights and Tips from Your Trusted CPA Firm

Year End Tax Moves to Save You Money: Rolleri & Sheppard Video Blog

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...

Overview of the One Big Beautiful Bill

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...

Rolleri & Sheppard Video Blog: RSUs and RSAs: What You Need to Know

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...

Year End Tax Moves to Save You Money: Rolleri & Sheppard Video Blog

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...

At Rolleri & Sheppard CPAs, LLP, our philosophy is simple: Clear communication is everything.