Lucida Tax + Accounting Solutions Blog
Getting Your Estate in Order
Don’t let the changing estate tax environment prevent you from getting your estate in order...
Avoid Retirement Account Rollover Pitfalls
After retiring or leaving a job, your first big tax question might be: What should...
Are Municipal Bonds Right for You?
Like all investments, municipal bonds are not appropriate for everyone. Investors in high tax brackets...
Find a Middle Ground Between Saving for College and Saving for Retirement
Sorting out financial priorities in your family can be a tricky balancing act, and seeking...
Claiming the QBI Deduction for Rental Real Estate :
The One Big Beautiful Bill Act (OBBBA), enacted in 2025, permanently extended the federal income...
Is Your Business Eligible for Tariff Refunds?
Businesses searching for the best Accounting Services Brookfield providers should be aware of a significant...
Two Estate Documents Working in Tandem: A Living Trust and a Pour-Over Will
At the very least, your estate plan should include a legally valid will governing the...
Fixing 401(k) Plan Errors Without IRS Involvement: What Employers Should Know
Question: Our company recently began offering a 401(k) plan. So far, things are running smoothly...
Navigating the Social Media Minefield
Social media sites such as Twitter, Facebook, LinkedIn, YouTube and blogs can be powerful business...