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Category: Tax Strategies

NJ Estate Tax Guide: What Heirs & Executors Need to Know in 2025

Someone died and left you in charge of their mess. Or maybe you’re inheriting something and just realized New Jersey might want a piece of it. Either way, you’re probably panicking a little because taxes and death are two things nobody wants to deal with at the same time. I get it. I was executor for my uncle’s estate three years ago and spent the first two weeks convinced I was going to accidentally commit…

Tax Code Changes 2025: What Pennsylvania Business Owners Must Know

“So exactly how much will this save me?” My client, Mike, asked, sliding his laptop across the desk to show me the news headline about Pennsylvania’s latest corporate tax cut. Good question. As someone who’s spent twenty years helping Pennsylvania businesses navigate the tax maze, I’ve learned that the devil’s always hiding in the details. While headlines trumpet big changes, understanding what they actually mean for your specific business requires digging deeper. Here’s my no-nonsense…

Monroe Business Owners: Tax Strategies That Maximize Local Growth

Last Tuesday, I watched Frank Mendoza—who owns that hardware store on Elm everyone loves—stare at his tax documents with the same expression I see on most Monroe business owners’ faces: a mixture of frustration, confusion, and resignation. “I just write the checks,” he sighed, sliding the stack of papers across my desk. “ Tax planning is for corporations with fancy accountants, not shops like mine.” I’ve heard some version of this statement from nearly every…