I Have a Quick Question… “What’s the Deal on Energy Credits Under the One Big Beautiful Bill Act (OBBBA)?”🌅😎💰

The answer, of course, is “it depends” — and it’s not quick or easy. Like most things tax-related, the answer is tailored to each client’s circumstances and goals and of course the tax law! 📚⚖️ Since it’s passing, our office has spent 30+++ hours attending seminars focused entirely on the newly passed One Big Beautiful Bill Act (OBBBA), Public Law 119-21. We’ve been learning the law and discussing how to educate our clients (and…  Read more

Weekly Update – July 28th 2023-Putting the Tax Incentives from the Inflation Reduction Act of 2022 to Work For Our Clients…

Yes, once again I am admitting:  I am a tax nerd; attending the 15th annual Certified Tax Coach (CTC) conference in Seattle is/was the highlight of my week so far.  I can say this, as this morning starts day 2 of the conference and then tonight I head to San Diego to visit my daughter Jessie, her boyfriend Eric and my granddog Sampson.  It was a day of connecting with…  Read more

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