Tag: tax advice for 2024

Every week, we see more headlines about how AI can do everything — write emails, summarize books, create images, and even answer tax questions in seconds.  And yes… AI can be helpful.  But AI is NOT your CPA or trusted advisor. When it comes to tax law, context matters. Interpretation matters. Strategy matters. And most importantly… experience matters. 💼 AI is a Tool… Not a Decision-Maker 🔧 AI can scan…  Read more

The countdown to the end of the year is a “mixed bag” as usual: holiday parties and planned get-togethers with friends and family, hoping for/dreading a snow day ❄️ ❄️ ❄️, picking out gifts 🎁 while contemplating our own wish list📃, looking forward to vacation time while scrambling to complete necessary projects.  We had a busy “mixed bag” week here as usual as we worked on tax minimization plans, calculated…  Read more