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Nov 15 ā¢Ā
Step 1ļøā£: Introduce Yourself!
Welcome to The NEXT Level Community! We're thrilled to have you join. This is your space to learn, share and grow together with other group members and experts. Let's start by getting to know each other better. First thing Iād love for you to do is introduce yourself below. Or you can post your own thread, that way others can reply to you and we can have real discussions! The more we know about you & your experience, the more we can tailor The NEXT Level Community to your needs! If you're stuck, just use this template: Hi everyone my name is ______, Iām from _____. My background is in ________ and Iām excited to be a part of this community because _______. The thing I'm most looking forward to learning/doing is ____________.
Nov 15 ā¢Ā
Are you an Investor? Hereās Whatās On Your Financial Horizon
If youāre an investor, there are some key changes to be aware of for both short and long-term consequences. Here are the likely impacts of the One Big Beautiful Bill Act of 2025 on you. Learn more >
Nov 15 ā¢Ā
For Older Adults - How the āOne Big Beautiful Billā Could Effect You
$6,000 bonus deduction for older adults Americans ages 65 and older can claim an extra standard deduction ($2,000 for a single filer, $1,600 per qualifying spouse in a couple) on top of the standard deduction available to all taxpayers who donāt itemize. The reconciliation bill adds a 65-plus bonus deduction of $6,000, through the 2028 tax year. Read more>
Nov 15 ā¢Ā
Recently Lose A Loved One? Here's 1 TIP To Handle The Inheritance
Hereās a Financial Quick Tip for those who recently lost a loved one. Do not disburse 100% of the money. Disburse it in two rounds. You can do 90% the first round, but keep at least $100k for outstanding bills, taxes or sadly the possibility that one of your relatives may sue you. We had a client that came into our office because he had to hire a lawyer to remove his sister as Trustee of their fatherās estate. Our firm had to fix the tax side. He will never trust his sister and two brothers again. All because of money!
Nov 5 ā¢Ā
Been affected by any disasters? (i.e. fires, floods, hurricanes, tornadoes, etc.) then this webinar is for you.
This is a very informative webinar by the IRS that covers tax-related disaster relief, types of relief, casualty losses, federally declared disaster areas, other permanent relief, identification of new federal tax law disaster relief provisions and identification of IRS Disaster Tax Relief Resources.
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