Blogs

Got Filing Penalties

Got Filing Penaltiesby: Lisa Marie Brugman, EAPublished on: 30/12/2025

IRS penalties can add up fast — but many are avoidable or removable. This post breaks down the most common IRS penalties and explains when penalty abatement, including First Time Penalty Abatement, may apply.

FilingPenalties2025IRS
Got Filing Penalties

Should I do a Roth Conversion?

Should I do a Roth Conversion?by: Lisa Marie Brugman, EAPublished on: 17/12/2025

Thinking about a Roth conversion? This guide explains how Roth conversions work, when they make sense, and when they can create unnecessary tax bills — so you can decide whether converting now or later is the smarter move.

RothConversion2025IRSLisa Brugman EA
Should I do a Roth Conversion?

Education Expense Deductions

Education Expense Deductionsby: Lisa Marie Brugman, EAPublished on: 09/12/2025

Curious which education expenses are tax-deductible? This guide breaks down what qualifies for the AOC and LLC, what doesn’t count, and when education can be deducted as a business expense — all in simple, easy-to-understand terms.

EducationExpenseDeductions2025Lisa Brugman EA
Education Expense Deductions

Deduct Gifts to Clients? 2025 Update

Deduct Gifts to Clients? 2025 Updateby: Lisa Marie Brugman, EAPublished on: 18/11/2025

Wondering if you can deduct client gifts on your 2025 taxes? Learn what the IRS allows, what counts toward the $25 limit, which costs you can deduct fully, and how to stay audit-ready while still showing clients appreciation.

DeductionGiftClients2025Lisa Brugman
Deduct Gifts to Clients? 2025 Update