Tax Strategies for Halloween: Don’t Let Scary Surprises Haunt Your Finances
Introduction: October Scares Beyond Costumes October is often associated with pumpkins, costumes, and haunted houses. But for business owners and high earners, there is another kind of fright lurking in the shadows—unexpected tax bills. Unlike the Halloween decorations that come down in November, the financial consequences of poor tax planning can linger long after the […]
How to Master Year-End Tax Planning: Expert Advice from John Geantasio, CPA

As the end of the year approaches, it’s easy to get caught up in the holiday season and push financial planning aside. But according to John Geantasio, CPA, this is the perfect time to make smart moves that can lower your tax bill and help you start the next year on stronger financial ground. Many […]
Make Smart Investments Before Year-End to Maximize Your Tax Benefits
By John Geantasio, CPA As the year draws to a close, many people focus on holiday plans, year-end business reviews, or personal resolutions. But smart individuals and business owners know that this is also the most critical window for strategic tax planning. Investing before December 31 can dramatically lower your tax bill, boost long-term financial […]
Cost Segregation Strategies: How to Maximise Real Estate Tax Savings Legally

If you’ve ever invested in a piece of real estate—whether it’s a commercial property, a rental building, or even a mixed-use development—you’ve probably heard about depreciation. But here’s something most investors, especially first-timers, never hear about until it’s too late: cost segregation. This isn’t just some technical loophole used by Fortune 500 companies. This is […]
How to Prepare for the 2026 Tax Season: Key Dates, New Proposals & Tax Strategies You Can’t Miss

If you’ve ever felt like the tax code is always changing just when you’ve finally figured it out—you’re not alone. As someone who’s been in the trenches with clients for over two decades, I can tell you that the biggest tax wins usually don’t come in April. They happen months—sometimes years—before a return is even […]
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 […]