by Kushner LaGraize, LLC | Mar 27, 2026
Your HSA isn’t a debit card: building a tax efficient healthcare reserve Category: For many people, the Health Savings Account (HSA) functions like a specialized checking account. Contributions go in, withdrawals for qualified medical expenses typically via ...
by Kushner LaGraize, LLC | Mar 27, 2026
Spring cleaning your finances: eliminating subscription and asset drift Category: Spring cleaning is usually associated with closets, garages, and storage rooms. But financial clutter can accumulate just as easily, and often with greater long-term cost.Recurring...
by Kushner LaGraize, LLC | Feb 27, 2026
February 2026 Newsletter Category: It's Tax Time!! We look forward to the opportunity to work with our clients again this tax season!! It’s time to begin gathering information for the preparation of your 2025 income tax return(s). We have already provided the 2025 Tax...
by Kushner LaGraize, LLC | Feb 23, 2026
The mega backdoor Roth: a straightforward strategy for high earners locked out of Roth IRAs Category: For high-income professionals, the universe of tax-advantaged retirement strategies narrows quickly. Income limits phase out access to Roth IRAs. Traditional IRA...
by Kushner LaGraize, LLC | Feb 23, 2026
IRS clarifies 100% first-year bonus depreciation rules Category: The IRS recently issued new guidance clarifying how the permanent 100% bonus depreciation deduction - part of the One Big Beautiful Bill Act (OBBBA) passed in 2025 - will work going forward. The latest...
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