Personal
Tax considerations when selling a home

Tax considerations when selling a home

Many people move during the summer. Taxpayers selling their home may qualify to exclude all or part of any gain from the sale from their income when filing their tax return. When selling a home, homeowners should think about: Ownership and useTo claim the exclusion,...

401 (k) and IRA limit increases for 2023

401 (k) and IRA limit increases for 2023

The amount individuals can contribute to their 401(k) plans in 2023 will increase to $22,500 -- up from $20,500 for 2022. The income ranges for determining eligibility to make deductible contributions to traditional IRAs, contribute to Roth IRAs, and claim the Saver's...

Tax reminder for selling a home

Tax reminder for selling a home

A lot of families move during the summer. Taxpayers who are selling their home may qualify to exclude all or part of any gain from the sale from their income when filing their tax return. Here are some things that homeowners should think about when selling a...

Meet our Founder, Corissa Wiest

Meet our Founder, Corissa Wiest

For those of you who have not met her, let us introduce our Founder, Corissa Wiest. Corissa is a Certified Public Accountant (CPA) that holds a MACC and an MBA respectively. She is a skilled Executive, Operational, and Financial Service Professional with numerous...

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