Retirement
Turning 73? What the RMD rules ask of you now.
A calm walk through required minimum distributions and how to sequence them alongside Social Security.
Learning Center
Tax planning insights, plainly written.
Straight‑talk guidance from Enrolled Agent Ronald Uehle on the tax and financial topics our clients ask about most. No jargon, no fluff.
Featured insights
Recent articles
Small Business
S‑Corp or LLC? The real questions to ask.
Entity structure is a tax question and a life question. A short framework for thinking through both.
IRS Notices
You opened a CP2000. Now what?
Most IRS letters aren't emergencies. Here is the calm, professional way to respond.
Year‑End
Six moves worth making before December 31.
A checklist of small decisions that quietly reshape the return you file in April.
Families
Selling your primary residence: the tax picture.
The Section 121 exclusion, cost basis, and what to gather before you list.
Estimated Tax
Safe harbor, explained.
The two rules that keep the IRS off your back — even in a big‑income year.
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What we write about
Tax law changes
What's new this filing season, translated.
IRS notices
How to read them, and when to worry (usually: not yet).
Retirement
Social Security, RMDs, and withdrawal sequencing.
Estimated taxes
When to pay, how to estimate, and how not to over‑send.
Small business planning
Entity choice, owner comp, and quarterly rhythm.
Business deductions
What's legal, what's aggressive, and what's a red flag.
Payroll
The quiet compliance work behind a smooth payday.
Financial organization
Systems that pay for themselves in April.
Year‑end planning
The last 60 days of the year matter most.