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...
by Gilbert CPA | Jun 10, 2025
How to protect your retirement accounts during market volatility Periods of market volatility can feel unsettling, especially for those nearing or entering retirement. When account balances swing sharply in a short time, it's natural to worry about the security of...
by Gilbert CPA | Jun 5, 2025
Tariffs and trade wars: how businesses can adapt and manage costs Following recent announcements of broad new tariffs on imports—including universal tariffs and higher reciprocal tariffs for certain nations—businesses are facing an urgent question: how to...
by Gilbert CPA | Jun 3, 2025
Breaking down the April budget resolution and the House-passed reconciliation On May 22, 2025, the U.S. House of Representatives narrowly passed a comprehensive budget reconciliation package that now moves to the Senate. This legislation builds upon the fiscal...
by Gilbert CPA | Apr 3, 2025
Choosing between donor-advised funds and private foundations Charitable giving allows individuals and families to create a lasting impact, aligning wealth with deeply held values. While donating directly to a nonprofit is straightforward, structured giving vehicles...
