Review and Update Retirement Beneficiaries!

Lisa Marie Brugman, EA

Published on: 23/12/2025

Retirement 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 This blog explains why outdated or incomplete beneficiaries can override your intentions and how a simple review can protect your legacy and your family.

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IRS Payments

Lisa Marie Brugman, EA

Published on: 21/10/2025

Need to pay the IRS? Learn how to easily navigate your IRS.gov account to make secure payments—whether it's for your current return, an amended one, or a proposed assessment. This guide walks you through the steps, payment options, and tips for avoiding fees. Perfect for taxpayers who want to stay on top of their obligations with ease!

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