by Angie Duran | Sep 28, 2026 | Uncategorized
Working remotely may broaden your job options and make daily life easier. But working from a different state than your employer — or spending part of the year working from a second home in a different state than where you normally reside — can create state tax issues....
by Angie Duran | Sep 16, 2026 | Uncategorized
Many individuals invest in real estate to help diversify their portfolio, create an income stream for themselves from rental income and build net worth over time. Often, this is a side activity to a career in another field or running another type of business — not the...
by Angie Duran | Sep 15, 2026 | Uncategorized
As summer draws to a close, it might seem a little early to start thinking about filing your 2026 tax return. But the truth is, now’s the perfect time for contractors to kick off their year-end tax planning — while there are still months ahead to actually execute...
by Angie Duran | Sep 2, 2026 | Uncategorized
Disability insurance is a valuable benefit provided by many employers. It replaces a portion of the insured person’s income — typically 45% to 65% of pre-disability earnings — after a specified waiting period that starts when the person becomes disabled (as...
by Angie Duran | Aug 10, 2026 | Uncategorized
A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected financial roadblocks along the way. Regardless of your situation, current tax breaks may be available to you (or to your...
by Angie Duran | Jul 30, 2026 | Uncategorized
Mutual funds offer an easy way to invest in a diversified portfolio compared to buying individual stocks and bonds. But the tax treatment of mutual funds isn’t so simple. How are mutual funds taxed? If you sell appreciated mutual fund shares, the resulting profit will...
