Category: Tax Planning
Understanding the One Big Beautiful Bill Act Key Tax Changes for Retirees in 2025
Understanding the One Big Beautiful Bill Act: Key Tax Changes for Retirees in 2025

The “One Big Beautiful Bill Act” (OBBBA), signed into law by President...

Understanding the One Big Beautiful Bill Act Key Tax Changes for Retirees in 2025
Understanding the One Big Beautiful Bill Act: Key Tax Changes for Retirees in 2025

The “One Big Beautiful Bill Act” (OBBBA), signed into law by President...

Bertram Financial Discusses maximizing charitable giving with your IRA
Maximizing Charitable Giving with your IRA

Let’s take a closer look into the interconnected themes of charitable giving...

Bertram Financial Discusses maximizing charitable giving with your IRA
Maximizing Charitable Giving with your IRA

Let’s take a closer look into the interconnected themes of charitable giving...

Bertram Financial - Tax Talk - The Hidden Healthcare Tax
Tax Talk – The Hidden Healthcare Tax

Tax Talk – The Hidden Healthcare Tax: Fall is a season many...

Bertram Financial - Tax Talk - The Hidden Healthcare Tax
Tax Talk – The Hidden Healthcare Tax

Tax Talk – The Hidden Healthcare Tax: Fall is a season many...

Tax Talk - Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes

Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this...

Tax Talk - Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes

Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this...

4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

The New Role of a CPA
The New Role of a CPA

The New Role of a CPA: For many years, a CPA’s role...

The New Role of a CPA
The New Role of a CPA

The New Role of a CPA: For many years, a CPA’s role...

Tax Talk - To Convert or Not to Convert
Tax Talk – To Convert or Not to Convert

I was recently thinking about the game show Deal or No Deal....

Tax Talk - To Convert or Not to Convert
Tax Talk – To Convert or Not to Convert

I was recently thinking about the game show Deal or No Deal....

April Power Hour -Take Charge of Your Taxes
April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance;...

April Power Hour -Take Charge of Your Taxes
April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance;...

Understanding Investment Safety: How Safe is Your Money?
Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

Understanding Investment Safety: How Safe is Your Money?
Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

Suprise! Taxes from Investments
Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there...

Suprise! Taxes from Investments
Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there...

Understanding the One Big Beautiful Bill Act Key Tax Changes for Retirees in 2025
Understanding the One Big Beautiful Bill Act: Key Tax Changes for Retirees in 2025

The “One Big Beautiful Bill Act” (OBBBA), signed into law by President...

Understanding the One Big Beautiful Bill Act Key Tax Changes for Retirees in 2025
Understanding the One Big Beautiful Bill Act: Key Tax Changes for Retirees in 2025

The “One Big Beautiful Bill Act” (OBBBA), signed into law by President...

Bertram Financial Discusses maximizing charitable giving with your IRA
Maximizing Charitable Giving with your IRA

Let’s take a closer look into the interconnected themes of charitable giving...

Bertram Financial Discusses maximizing charitable giving with your IRA
Maximizing Charitable Giving with your IRA

Let’s take a closer look into the interconnected themes of charitable giving...

Bertram Financial - Tax Talk - The Hidden Healthcare Tax
Tax Talk – The Hidden Healthcare Tax

Tax Talk – The Hidden Healthcare Tax: Fall is a season many...

Bertram Financial - Tax Talk - The Hidden Healthcare Tax
Tax Talk – The Hidden Healthcare Tax

Tax Talk – The Hidden Healthcare Tax: Fall is a season many...

Tax Talk - Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes

Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this...

Tax Talk - Reducing Estate Taxes
Tax Talk – Reducing Estate Taxes

Tax Talk – Reducing Estate Taxes Hide and seek. Kids love this...

4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

4 Ways to Reduce or Avoid Capital Gains Tax
4 Ways to Reduce or Avoid Capital Gains Tax

Out last Friday Focus was all about real estate…. reverse mortgages, buying,...

The New Role of a CPA
The New Role of a CPA

The New Role of a CPA: For many years, a CPA’s role...

The New Role of a CPA
The New Role of a CPA

The New Role of a CPA: For many years, a CPA’s role...

Tax Talk - To Convert or Not to Convert
Tax Talk – To Convert or Not to Convert

I was recently thinking about the game show Deal or No Deal....

Tax Talk - To Convert or Not to Convert
Tax Talk – To Convert or Not to Convert

I was recently thinking about the game show Deal or No Deal....

April Power Hour -Take Charge of Your Taxes
April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance;...

April Power Hour -Take Charge of Your Taxes
April Power Hour -Take Charge of Your Taxes

Quote of the Month If Christianity is false, it holds no importance;...

Understanding Investment Safety: How Safe is Your Money?
Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

Understanding Investment Safety: How Safe is Your Money?
Investment Safety: Assessing Risk

Understanding Investment Safety: How Safe is Your Money? Recent news about bank...

Suprise! Taxes from Investments
Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there...

Suprise! Taxes from Investments
Suprise! Taxes from Investments

Whether we like surprises or not, we all know in life there...