Lisa Marie Brugman, EAIf you’ve ever claimed a home-office deduction, chances are you’ve heard the horror stories about depreciation recapture. And if you haven’t heard them directly, you’ve probably absorbed the fear indirectly through tax blogs, Facebook groups, or a well-meaning friend who “read something once."
Lisa Marie Brugman, EARetirement accounts don’t follow your will — they follow your beneficiary designations. This blog explains why outdated or incomplete beneficiaries can override your intentions and how a simple review can protect your legacy and your family.
Lisa Marie Brugman, EAThinking 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.
Lisa Marie Brugman, EACurious 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.