Our Blog Posts

A sign that says `` private '' is sitting in front of a wall.
By Andrea Ward July 11, 2025
Smart tax and financial strategies for doctors in private practice—retirement, liability protection, and wealth planning tailored to medical professionals.
A wooden chess piece with a crown on top of it on a chess board.
By Andrea Ward June 30, 2025
Discover tax-efficient ways to save and pay for college. Learn how 529 plans, credits, and smart planning can benefit parents and students alike.
A notebook with a calculator and coins on a green table.
By Andrea Ward June 14, 2025
Explore smart year-end tax moves for high-income earners, retirement contributions, and timing strategies to reduce taxable income.
A woman is sitting at a table using a laptop computer.
By Andrea Ward May 30, 2025
Selling on Etsy? Driving Uber? Freelancing online? Learn what income to report, how to track expenses, and tips to stay tax compliant with the IRS.
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