Articles by

Olsen Thielen

Understanding the Child and Dependent Care Credit

VIDEO: Are you a parent or caregiver? This video breaks down everything you need to know about the child and dependent care credit. Don't miss this opportunity to reduce your tax bill!
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Planning Ahead: How the End of TCJA Provisions Will Affect an Individual’s Taxes

VIDEO: Individual tax changes are coming by 2026, and preparation is key to staying ahead. This article offers a peek into the future of tax laws and how they could influence your finances. Don't miss out on this chance to future-proof your tax strategy.
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Plan Ahead for Changes to the Lifetime Gift & Estate Tax Exclusion

VIDEO: Are you prepared for the upcoming cut in the lifetime gift and estate tax exclusion? Learn how proactive planning can maximize your tax savings before exemption levels drop.
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Voluntary Withholding on Social Security Payments

Unsure whether to set up voluntary withholding for your social security payments? Read more to see how voluntary withholding can help spread your tax liability over the year and make budgeting simpler.
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Tax Considerations for Downsizing in Retirement

Downsizing in retirement isn't just about reducing living expenses—it can also be a strategic move toward financial security. Understand how your home's appreciation impacts your taxes and discover strategies to reduce your tax burden.
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Protecting Your Business From Internal Fraud

VIDEO: Did you know that over half of all business fraud stems from inadequate internal controls? In this video, we'll provide you with four specific controls you can implement to help protect your business. 
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Self-Employment Taxes for Partnerships and Gig Workers

Explore the impact of a recent legal shift that broadens the scope of self-employment taxes, including limited partners and gig workers. Learn how everyday activities could land you in the self-employment tax bracket and how to avoid potential penalties.
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8 Security Measures To Protect Your WordPress Website

VIDEO: Thousands of WordPress websites are hacked daily, causing significant disruptions and data leaks. Learn about nine essential security measures you should prioritize to protect your WordPress website from cyber threats.
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Misrepresentation of Wellness and Nutrition Expenses

The IRS has issued a warning against companies misrepresenting personal wellness and nutrition expenses as medical expenses. Understand the potential tax implications and how to use your health spending accounts responsibly.
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Proactive Tax Strategies for High-Earning Taxpayers

VIDEO: The IRS has issued clear warnings about its increased scrutiny of high-net-worth individuals, especially those using risky tactics to reduce tax obligations. This video provides strategies for optimizing your financial situation while staying within the bounds of the law. 
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Mitigating the Risk of Deepfake Fraud

VIDEO: With the rise of AI, deepfake fraud is on the rise, resulting in significant financial losses for companies. Explore the need for increased employee education and enhanced security measures. Reach out to us to learn how to protect your organization against these sophisticated cybercrimes.
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Maximize Your Health Savings With an HSA

VIDEO: Maximize your HSA (health savings account) benefits and avoid unnecessary taxes and penalties. Discover the eligibility criteria, benefits, and how to effectively manage your HSA.
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Understanding the Backdoor Roth IRA

VIDEO: Are you a high-income earner seeking ways to optimize your retirement savings? Get a full grasp of how the Backdoor Roth IRA can be an effective tool for you.
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IRS Opens ERC Voluntary Disclosure Program

VIDEO: If you're a business owner who mistakenly claimed the Employee Retention Credit, find out how the new IRS Voluntary Disclosure Program can help you rectify the situation. Discover the eligibility criteria, benefits, and application process in our informative video.
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Two Estate Planning Strategies to Help Protect Wealth

VIDEO: A goal of estate planning is to maximize the wealth that is passed on to one's heirs. In this video, we'll discuss how a Spousal Lifetime Access Trust and an Irrevocable Life Insurance Trust may help you minimize estate taxes and protect wealth.
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