by Jeanine Hemingway CPA | Aug 14, 2026 | Tax Blog, Tax harvesting, Tax Planning, Tax savings
Using an investment loss to lower your capital-gains tax Every year, taxpayers ask the same question: Is there a way to keep more of what I earn? The answer may be sitting right inside your investment portfolio. Investments rarely move in the same direction. While... 
by Jeanine Hemingway CPA | Jun 30, 2026 | Retirement planning tax advantages, Tax Blog, Tax Planning, Widow's tax
Most married couples plan their retirement income together. They look at their combined Social Security, their combined pensions, and their combined required minimum distributions, or RMDs, and they build a plan around two people sharing the load. What often gets... 
by Jeanine Hemingway CPA | Jan 15, 2026 | Announcements, Big Beautiful Bill, Business, Business Tax Breaks, Tax Blog
Federal Rules Bring Changes to 2026 Overtime and Tips Even though we are already a few weeks into 2026, there is still time to understand and prepare for new federal rules taking effect under the One Big Beautiful Bill Act that went into effect last summer. The law... 
by Jeanine Hemingway CPA | Sep 19, 2025 | Business, Business Tax Breaks, Tax Blog, Tax Planning, Taxonomy
As we approach the final stretch of the year, business owners across Texas are preparing for Q4 with a mix of anticipation and urgency. The transition from September into October, the beginning of Q4, marks a critical time to assess your financial records, streamline... 
by Jeanine Hemingway CPA | Feb 7, 2025 | Business, Tax Blog, Tax Planning
As you enter your 40s and 50s, retirement no longer feels like a distant dream—it’s coming into focus. The good news is that you still have ample time to enhance your savings and secure your financial future for the retirement you want and ultimately deserve.... 
by Jeanine Hemingway CPA | Dec 9, 2024 | Tax Blog, Tax Planning
If you’re using Venmo for business transactions, it’s time to pay close attention to the upcoming changes in the 1099-K reporting threshold. For 2024, the threshold is set at $5,000. However, starting in 2025, this threshold will drop dramatically to just...