Lucille F. Booker, CPA

09/27/2026

https://tips.resourcesforclients.com/XXtd6ajCQuAF

Get this wrong and it could cost you and/or your employer. Are you a contractor or an employee?

09/15/2026

https://tips.resourcesforclients.com/XXtd6ajCQuAF

Every year you receive information tax forms, including W-2s, 1098s, and 1099s. If you fail to receive a form, you are still liable for the tax it creates. Here are some tips to avoid this possible audit risk.

09/07/2026

https://tips.resourcesforclients.com/XXtd6ajCQuAF/7437

If you have not already done so, please plan to make your third quarter estimated tax payment. The due date is Tuesday, September 15th.

08/31/2026

Here are the current and past mileage rates

08/25/2026

College is expensive and 529 College Savings Plans are a great tool to manage this expense tax-effectively. This is what you need to know.

08/03/2026

https://www.facebook.com/share/p/1awcX6Csdn/

If you die without a will, a judge you've never met decides who gets your house, not your family.

Here's what actually happens to your home when you pass away, depending on what you have in place.

Your mortgage doesn't disappear.

It stays attached to the house and still has to be paid, or the bank will foreclose regardless of who inherits it.

If you die without a will, the house goes through probate, and the court decides who inherits it based on state law, not your wishes.

If you die with a will, the house still goes through probate, but the court follows what you actually wrote instead of making that decision for you.

If your house is in a trust, it skips probate entirely.

It goes directly to whoever you named as trustee, faster and with far less stress on your family.

Here's why this matters more than people realize.

Probate can take months, sometimes over a year, and it plays out in public court records for anyone to see.

A trust keeps things private and moves significantly faster.

If you don't have at least a will in place, you're leaving one of the biggest decisions of your family's life up to a judge who's never met them.

Save this so your family isn't left guessing when it matters most.

05/04/2026

Learn how OBBBA changes opportunity zone investments after 2026, including new deferral rules and the return of the 10% basis step-up.

05/04/2026

Lucille F. Booker CPA - Some Monday Motivation for our friends and colleagues.

05/01/2026

New policies target drug prices and retirement access. Here's what the latest White House announcements mean for Americans.

05/01/2026

Most business owners track revenue--but miss the numbers that actually matter. Learn the 3 key metrics to monitor monthly to improve cash flow, profitability, and growth.