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Jul 16
Jul 16 Are You Dating Your Tax Pro… Or Just Hooking Up Once a Year?

Leslea Burnett

Let’s talk about relationships. Not the romantic kind—though those can be complicated too—but the relationship you have with your tax professional.

Because here’s the thing: Not all tax relationships are created equal.

Day 7: The Trade-Offs—Sunset Dates, Phase-Outs, and Debt
Jul 13

Jul 13 Day 7: The Trade-Offs—Sunset Dates, Phase-Outs, and Debt

Leslea Burnett

Welcome to the final day of our series on the One Big Beautiful Bill Act (OBBBA).

While OBBBA delivers significant tax benefits, it’s not all upside. Today, we’re exploring the trade-offs you need to know.

Day 6: Pass-Through Business Deduction Made Permanent—Great News for Small Business Owners
Jul 12

Jul 12 Day 6: Pass-Through Business Deduction Made Permanent—Great News for Small Business Owners

Leslea Burnett

Welcome back to our series on the One Big Beautiful Bill Act (OBBBA).

Today, we’re focusing on small business owners and self-employed professionals: the OBBBA makes the 20% pass-through business deduction permanent. It’s a big win—but not without some limits.

Day 5: Permanent Lower Tax Rates—Why It Matters (And Who Should Still Be Careful)
Jul 11

Jul 11 Day 5: Permanent Lower Tax Rates—Why It Matters (And Who Should Still Be Careful)

Leslea Burnett

Welcome back to our One Big Beautiful Bill Act (OBBBA) series.

Today, we’re covering one of the biggest headlines: the OBBBA makes lower individual tax rates permanent. Great news for many taxpayers—but there are still reasons to be cautious.

Day 4: Higher Standard Deduction & Child Tax Credit—More Money for Families (But Not for Everyone)
Jul 10

Jul 10 Day 4: Higher Standard Deduction & Child Tax Credit—More Money for Families (But Not for Everyone)

Leslea Burnett

Welcome back to our series on the One Big Beautiful Bill Act (OBBBA) and what it means for your taxes.

Today, we’re talking about two changes that directly impact millions of families: a higher standard deduction and a bigger Child Tax Credit. These changes mean more money in your pocket—but there’s important fine print.

Day 3: Changes in Taxable Social Security—Good News for Many Retirees (But Not All)
Jul 9

Jul 9 Day 3: Changes in Taxable Social Security—Good News for Many Retirees (But Not All)

Leslea Burnett

Welcome back to our series on how the One Big Beautiful Bill Act (OBBBA) is reshaping the tax landscape.

Yesterday, we talked about tax-free tips for service workers. Today, we’re diving into a change that affects millions of older Americans: the taxation of Social Security benefits.

The OBBBA brings important relief—but not everyone will benefit equally.

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