by Jason Deshayes | Jan 20, 2023 | Retirement
When it comes to saving and investing for retirement, one of the most popular options is contributing to a Roth IRA. It’s flexible, your earnings grow tax-free, and all qualified withdrawals are tax- and penalty-free. Roth IRAs also offer savers a variety of benefits... 
by Jason Deshayes | Aug 12, 2022 | Taxes
When you have a tax question, it’s frustrating to play hide-and-seek with your CPA. Especially when you’ve got a question with a deadline. You want a trusted tax advisor who’s available when you need it— not a full voicemail box! If you’re wondering... 
by Jason Deshayes | Jul 25, 2022 | Retirement
Contributing to your 401(k) account is one of the most effective ways you can save for your future and reach your long-term financial goals. But maximizing a 401(k) isn’t exactly straightforward. As a CPA, CERTIFIED FINANCIAL PLANNER™ professional, I get a ton of... 
by Jason Deshayes | Jun 14, 2022 | Entrepreneurship
So many entrepreneurs wait until their business is up and running before they engage a CPA, especially if their business is more like a side hustle than a household name. But business owners who have the forethought to engage a planning-focused CPA early on are set up... 
by Jason Deshayes | Apr 25, 2022 | Wealth Management
If you’ve ever received a surprising health diagnosis, you’ve probably considered getting a second opinion from another doctor. A second opinion, backed by a different set of experiences, knowledge, and insight, might have helped you make a better, wiser health...