When most people think about estate planning, the focus is usually on who gets what . Names are listed, percentages assigned, and the assumption is that the work is done. But when it comes to retirement accounts, how  beneficiaries inherit can be just as important — and far more expensive — than who  inherits. As a CPA, I see this mistake more often than you’d expect. It’s quiet, technical, and rarely explained clearly — until the tax consequences show up. Separate Inherited

Giuseppa Maceri, CPA, IRS CAA When we think about being healthy , most of us think of eating better, working out more, and getting enough sleep.  I am a huge fan of all of this, but there’s one pillar of well-being that’s still often left out of the conversation: Financial Health. If you’re navigating a major life change—like divorce—or trying to regain control over your money, it’s time to look at your finances not just as numbers, but as part of your whole-body wellness. 1.

Giuseppa Maceri, CPA, IRS CAA Divorce isn’t just the end of a relationship — it’s a major life reset.  Just like you might clean out your...

Divorce can be overwhelming and costly, especially when emotional moments spill over into pricey legal meetings. A divorce coach isn’t a...

During the pandemic, many people shifted to a “work from home” scenario. Expect more IRS scrutiny in the coming year as it relates to...

Divorce and accounting help

Bookkeeping