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Individual Year-End Tax Checklist: Smart Year-End Steps to Save
Get ahead of tax season with our Year-End Tax Checklist. From maximizing retirement contributions to optimizing charitable giving, here are the smartest moves to reduce your tax bill before December 31.
Sophia Yu
3 days ago2 min read
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Small Business Year-End Tax Checklist: Reduce Taxes and Boost Savings
Before the year ends, small business owners can take key steps to minimize taxes and strengthen their financial position for 2025. From reviewing your business structure to maximizing retirement contributions and leveraging year-end deductions, this checklist outlines practical strategies to reduce liabilities and boost savings.
Sophia Yu
Nov 132 min read
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A Closer Look at the "Trump Account": Is it a Tax-Smart Education saver?
As part of the 2025 One Big Beautiful Bill tax reform, the federal government introduced the Trump Account—a new savings program designed to help families invest for education, housing, or future business goals. While it offers unique incentives like a government bonus and employer matching, it also comes with strict withdrawal rules and limited tax benefits.
Carina Luo
Nov 53 min read
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Year-End Tax Planning: The Clock Is Ticking — Take Action Now!
Time is running out to make your best tax-saving moves for 2025. From optimizing deductions to maximizing depreciation and retirement contributions, strategic year-end planning can mean thousands in savings — but only if you act before December 31.
Sophia Yu
Oct 283 min read
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