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Roth conversion tax traps under OBBBA can sneak up on even the smartest business owners. Lisa is 59, runs a successful dental practice, earns around $220K a year, and just did what her financial advisor called a “smart Roth conversion.” She moved $100,000 from her traditional IRA into a Roth. She was excited—this meant tax-free […]

OBBBA convert personal vehicle to business — here’s how to use 100% bonus depreciation to create a legitimate 2025 deduction from a car you already own. How the OBBBA Convert Personal Vehicle to Business Rule Works When you begin using a personal vehicle in your business, the tax code treats that date as when the […]