How to Prepare for the 2026 Tax Season: In-Depth Guide for Individuals and Small Businesses

Every year, I meet individuals, families, and business owners who tell me the same thing:“I wish I’d started preparing earlier.” If you’ve ever felt that way around tax season, I understand. The U.S. tax system can be overwhelming even in a “normal” year. But 2026 is shaping up to be anything but normal. As a […]
The 2025 Estate Tax Exemption: What It Means for Wealth Transfer, Tax Strategy & Future Planning

The federal estate tax has long been a concern for wealthy individuals and families looking to preserve their wealth across generations. While the vast majority of Americans never encounter this tax, those who do often face significant planning decisions. For 2025, the IRS has once again adjusted the estate tax exemption upward in line with […]
Tax Saving Strategies for Real Estate Investors: Maximize Wealth, Minimize Taxes

Tax strategy isn’t just about saving a few dollars on your annual returns; it’s about significantly enhancing your investment’s bottom line by minimizing the taxes you owe. For real estate investors, tax efficiency is often the difference between merely earning a profit and building long-term, sustainable wealth. While many investors focus primarily on the income […]
How to Prepare for the 2026 Tax Season: In-Depth Guide for Individuals and Small Businesses

Every year, I meet individuals, families, and business owners who tell me the same thing:“I wish I’d started preparing earlier.” If you’ve ever felt that way around tax season, I understand. The U.S. tax system can be overwhelming even in a “normal” year. But 2026 is shaping up to be anything but normal. As a […]
Small Business Accountant Near Me: Tax & Financial Planning in Monmouth County

Running a small business is exciting, but let’s be honest—it comes with its fair share of headaches, especially when it comes to finances. Taxes, bookkeeping, payroll, cash flow… the list never ends. And if you’re trying to juggle everything on your own, chances are, something’s slipping through the cracks. That’s where a good accountant steps […]
Best Tax Preparer in Spring Lake NJ (2025)

With 35 years of CPA-level expertise, John E. Geantasio has helped 4,200+ Spring Lake households file accurate, audit-proof returns. While dozens of preparers pop up every tax season, John’s firm is the one locals trust year after year. Is Your Tax Preparer Actually the Best Choice? You wouldn’t hand over your house keys to just […]
How to Choose the Right Real Estate CPA Near Me: A Step-by-Step Guide

Finding a good real estate CPA near me isn’t just a task—it’s a necessity. Taxes, deductions, and financial planning can get overwhelming. A real estate CPA can save money, prevent mistakes, and make things simple. But is a CPA actually worth it? What do they charge? How do I find the right one? I’ve been […]
Understanding Property Taxes in Spring Lake, New Jersey

Spring Lake, New Jersey, is a beautiful borough located in Monmouth County. Known for its charming coastal vibe, historic homes, and serene atmosphere, Spring Lake is a desirable place to live. However, like many towns in New Jersey, property taxes are a significant consideration for homeowners. This blog will provide a detailed overview of property […]
Tax Planning in 2025: Five Key Topics to Discuss with Your Clients Now

The start of a new year is the perfect time to rethink financial goals, and tax planning should be at the top of the list. Many people focus on growing their wealth but often overlook how much taxes can eat into their earnings. Whether you’re an individual looking to maximize savings or a business owner […]
States That Tax Social Security Benefits in 2025: A Comprehensive Guide to Retirement Taxes

Retirement should be about enjoying the fruits of your hard work—not worrying about taxes on your Social Security benefits. But depending on where you live, your benefits might be taxed at the state level. While most states don’t tax Social Security, nine still do in 2025. And the rules vary—some states have income-based exemptions, while […]