Can I Take the Home Office Deduction?

The COVID-19 Pandemic has caused a mass transition of employees to begin working from home. In turn, it has prompted many to question whether they can now deduct the use of their ‘home office’ on their tax return. While the…

How to Unlock the New CARES Act Charitable Deduction

The CARES Act, passed in response to the Coronavirus Pandemic, brought with it numerous financial planning opportunities. This includes a new deduction to utilize for charitable gifting. In 2020, taxpayers will be able to deduct the first $300 in charitable…

3 Ways to Teach Your Teenagers About Personal Finance

Even though we’ve faced new challenges with the pandemic, it’s also presenting new opportunities. Sheltering in place has given our family time together that we otherwise never would have had.  We have spent time learning new skills. My son has…

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We break down some of the most important questions we are asked on a regular basis.

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