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Latest Blog & Articles

  • Tax changes for 2025

    This is a compilation of the federal tax changes for the 2025 tax year (for tax returns filed in 2026), grouped by topic. 1) Inflation-indexed amounts for individuals 2) Key credits (amounts & thresholds) 3) Specialized accounts (HSAs, IRAs) 4) Employer credits & mandates 5) Retirement plan changes Quick reference: commonly-used 2025 amounts

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  • The Best Way for a Small Business to Cover Mental Health Costs

    Health plan coverage for mental health treatment is expected to decline this year. Recently, the Trump administration removed federal regulations, and even deleted the web page that had promoted them from the Department of Labor’s site (DOL, formerly at dol.gov/node/100186). In addition, Congress cut funding for the Employee Benefits Security Administration (EBSA), the agency responsible…

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  • Lessons learned as a CPA for stroke victims

    I notice a pattern of serving more stroke victims lately who are working through the financial, business and financial after-effects of their long term medical condition. It is often a long multi-year recovery with skills like speech and social skills improving slowly. It is not clear how these new clients find me. Some cite Google,…

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