Generation Skipping Transfer Tax: What It Is and When It Applies
January 26, 2026
Passing wealth to grandkids? The Generation-Skipping Transfer Tax can add a 40% hit. Learn when it applies and how to plan smart before it’s too
Tax Planning
Tax Planning Posts
401k vs HSA vs FSA: Which Should You Fund First?
December 9, 2025
Confused by HSA vs 401(k) vs FSA? Learn how to prioritize each account for tax savings now and flexibility later while capturing your employer match.
Life Event Definition: Big Changes That Affect Your Taxes
October 28, 2025
Life just changed? See which IRS life events reshape your taxes – and what to do now to avoid surprise bills, penalties, and maximize your
Do You Pay Taxes When You Sell a House? Know Before You List
October 22, 2025
Before you list or buy, see how home sale and purchase taxes really work and how to cut your bill.
How to Reduce Self Employment Tax: 5 Smart Ways
October 8, 2025
Self-employed? Cut self-employment tax legally. Keep more profit with smart entity choices, deductions, and planning — no surprises at filing this year
Tax Exit Strategies: Navigating Transitions with Financial Efficiency
September 23, 2025
Evans Sternau CPA offers insight to overcome the challenges when navigating tax exit strategies.
Understanding the Qualified Business Income Deduction: Changes Under the One Big Beautiful Bill Act
September 10, 2025
Learn how the Qualified Business Income (QBI) Deduction has been a major tax benefit for small business owners and self-employed individuals under the One Big
Estate Planning and Wealth Transfer Strategies: Key Differences
August 22, 2025
Learn how estate planning and wealth transfer work together to protect assets and prepare heirs for lasting legacies.
Tax Planning for Trusts
August 13, 2025
Discover strategies for tax-efficient trust planning, from choosing the right structure to avoiding costly mistakes, so you can protect assets, reduce taxes, and maximize benefits
Understanding Bonus Depreciation and Section 179: What Business Owners Need to Know in 2025
August 5, 2025
Business owners know that when it comes to reducing tax liability, timing is everything, especially when it involves asset purchases. Two of the most powerful
