"As a dedicated financial professional, I specialize in empowering clients to reduce financial stress, optimize their resources, and build lasting wealth. By creating tailored strategies, I help individuals and families achieve financial independence, ensuring their goals align with their values and aspirations."

-Lucille Townsend

Navigating the New IRS Rules for Inherited IRAs in 2025: What You Need to Know About RMDs, Penalties, and Tax Planning Strategies

Understanding the Difference Between Real Estate Dealers and Investors: Tax Implications and Key Factors for Classification.

Qualifying as a real estate professional doesn't retroactively free up prior passive losses; they remain suspended until certain conditions are met.

Legal battles and delays surrounding the Corporate Transparency Act (CTA) leave businesses uncertain about whether to file their required BOI reports with FinCEN. While an injunction temporarily halts enforcement, companies should stay informed to comply if the situation changes.