Latest posts
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The IRS is phasing out EFTPS for individual taxpayers by late 2026. Here’s what’s changing, who is affected, and the steps you need to take now to make sure your…
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Strategies for Managing a Tax Bill
If you find yourself owing money to the IRS this tax season, rest assured that several options are available to manage your tax bill effectively. Below are some steps and…
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Team Spotlight – Rodney Deloe is now a Certified Exit Planning Advisor (CEPA®)
Big news— Rodney Deloe is now a Certified Exit Planning Advisor (CEPA®)! Rodney has earned the CEPA® Certified Exit Planning Advisor designation through the Exit Planning Institute. This certification further…
