by Naveed Lodhi | Mar 25, 2025 | Tax Tips & Planning
A tax refund is money returned to you by the government when you’ve paid more in taxes than you owe. This often happens through payroll deductions or overpaid estimated taxes. In this article, we’ll explain what is a tax refund, how it works, and what you need to do...
by Naveed Lodhi | Mar 24, 2025 | Tax Tips & Planning
Retirement planning can feel overwhelming, but it’s an essential part of building a secure financial future. One of the most popular ways to save for retirement is by investing in a 401(k), a retirement savings plan that many employers offer. Contributing enough to...
by Naveed Lodhi | Mar 17, 2025 | Tax Tips & Planning
Curious about how to manage your crypto taxes? This guide explains the key points you need to know, including what makes a crypto transaction taxable, how to report these transactions, and strategies to reduce your tax bill. Key Takeaways Crypto is taxed like...
by Naveed Lodhi | Mar 17, 2025 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). Being a landlord comes with a lot of perks, but dealing with rental income taxes can feel overwhelming. Whether you’re renting out one property or several, understanding how...
by Naveed Lodhi | Mar 12, 2025 | Tax Tips & Planning
Property tax bills are a significant part of owning a home. They can affect your monthly budget, especially when they rise unexpectedly. But the good news is, there are several ways to lower your property taxes or at least ensure you’re not overpaying. In this blog,...
by Naveed Lodhi | Mar 10, 2025 | Tax Tips & Planning
The information in this article is up to date for tax year 2024 (returns filed in 2025). Qualified business income (QBI) can lower your taxable income by 20%. This article explains what QBI is, who qualifies, and how to maximize your QBI deduction. Key Takeaways...