by jessica.lynn.inocencio | Mar 2, 2023
What do you really know about taxes? How familiar are you with the basics? What about the intricacies? It’s no secret most of us aren’t tax pros. Many of us have some pretty big knowledge gaps when it comes to key tax issues, like different tax brackets, charitable... 
by jessica.lynn.inocencio | Feb 1, 2023
Are you paying more than your fair share of taxes? Many Americans pay too much without even realizing it. You might be asking yourself questions like: Do I have to earn less to save on taxes? How can I legally reduce my income tax? Are there tax-saving opportunities... 
by jessica.lynn.inocencio | Jan 18, 2023
After months of debate, Congress finally passed some major changes to retirement laws at the end of 2022.¹ The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 changes are numerous, complex, and will roll out over several years. So let’s... 
by jessica.lynn.inocencio | Dec 23, 2022
At the end of 2022, many of these opportunities – whether you take advantage or miss out on them – will be locked in for this tax year. You may be asking yourself questions like: Do I have to make less money to pay less in taxes? How can I legally reduce my income tax... 
by jessica.lynn.inocencio | Nov 14, 2022
You may have some time-sensitive planning that needs action before the year ends. The 2022 window of opportunity is closing and I don’t want you to miss out. The end of the year provides a number of planning opportunities and issues for individuals and families....
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