by Gilbert CPA | Oct 30, 2025
A financial guide for heirs navigating inherited assets Inheriting significant assets often comes at a time of grief and uncertainty. Beyond the emotional weight, the financial responsibilities can feel overwhelming, especially when the next steps aren’t clearly...
by Gilbert CPA | Sep 26, 2025
Preparing for the end of federal paper checks Beginning September 30, 2025, federal agencies will generally stop issuing paper checks for most disbursements, as permitted by law, to comply with Executive Order (EO) 14247. That could include things like tax refunds,...
by Gilbert CPA | Aug 25, 2025
Debt-financed distributions for pass-throughs: how they work and when they make sense When a pass-through business takes out a loan at the entity level and immediately distributes the borrowed funds to its owners, this is considered a debt-financed distribution. This...
by Gilbert CPA | Jul 8, 2025
A tax-focused walk-through of the One Big Beautiful Bill Act President Trump signed the "One Big Beautiful Bill Act" (OBBBA) on July 4, 2025, enacting an overhaul that permanently extends many tax provisions previously set to expire and rewrites large sections of the...
by Gilbert CPA | Jun 12, 2025
What to do if you receive a notice from the IRS Opening your mailbox to find a letter from the IRS can be nerve-wracking. But before you assume the worst, know that many notices are routine and often resolved without much trouble. The key is knowing what you're...
