Skip to the main content.
972.421.1099 Get Started
972.421.1099 Get Started

Maurice La Verdure

It’s your last chance to claim these clean energy tax breaks

2 min read

It’s your last chance to claim these clean energy tax breaks

Last year’s One Big Beautiful Bill Act (OBBBA) terminated several clean energy tax incentives earlier than previously scheduled. But if you bought an...

Read More
4 types of interest expense you may be able to deduct

2 min read

4 types of interest expense you may be able to deduct

Personal interest expense generally can’t be deducted for federal tax purposes. There are, however, exceptions. Here are four, one of which is a new...

Read More
What business owners should know about debt restructuring

2 min read

What business owners should know about debt restructuring

Debt is inevitable for most small and midsize businesses. Loans are commonly used to help fund a company’s launch, expansion, equipment purchases and...

Read More
Important 2026 tax figures for businesses

1 min read

Important 2026 tax figures for businesses

A new year brings many new tax-related figures for businesses. Here’s an overview of key figures for 2026. Be aware that exceptions or additional...

Read More
Changes to charitable donation deductions are on the horizon

3 min read

Changes to charitable donation deductions are on the horizon

Beginning in 2026, individuals who itemize deductions and donate to charity will face a new limit on their charitable deductions. And in some cases,...

Read More

1 min read

How to Navigate Your Online IRS Account (For Individuals)

Managing your taxes has become much easier thanks to the IRS Online Account portal. Whether you need to make a payment, download a transcript, or...

Read More
Shift income to take advantage of the 0% long-term capital gains rate

1 min read

Shift income to take advantage of the 0% long-term capital gains rate

Are you thinking about making financial gifts to loved ones? Would you also like to reduce your capital gains tax? If so, consider giving appreciated...

Read More
Writing an AI governance policy for your business

2 min read

Writing an AI governance policy for your business

Artificial intelligence (AI) is changing the way businesses operate. Its capacity to gather and process data, as well as to mimic human interactions,...

Read More
5 ways your business can build a stronger annual budget

2 min read

5 ways your business can build a stronger annual budget

As summer gives way to fall, many businesses begin their budget-setting processes for the upcoming year. This annual rite of passage can be...

Read More
What the new tax law could mean for you OBBBA

3 min read

What the new tax law could mean for you

As 2025 began, individual taxpayers faced uncertainty with several key provisions of the tax law that were set to expire at the end of the year. That...

Read More
Understanding spousal IRAs: A smart retirement strategy for couples

2 min read

Understanding spousal IRAs: A smart retirement strategy for couples

Retirement planning is essential for all families, but it can be especially critical for couples where one spouse earns little to no income. In such...

Read More
Startup costs and taxes

2 min read

Startup costs and taxes: What you need to know before filing

The U.S. Census Bureau reports there were nearly 447,000 new business applications in May of 2025. The bureau measures this by tracking the number of...

Read More
Business expense deductions

2 min read

DOs and DON’Ts to help protect your business expense deductions

If you’re claiming deductions for business meals or vehicle expenses, expect the IRS to closely review them. In some cases, taxpayers have incomplete...

Read More