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How to Recession-proof your Small Business
The entrepreneur's field guide to weathering downturns In an ideal world, businesses would operate in a stable and predictable...

Anthony Lupoli, CPA/PFS, CFP®, MAcc
Aug 30, 20234 min read
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The Retirement Tax Break That's Going Away
Catch-up Contributions will have to be made after taxes for taxpayers earning income above $145,000 Starting in 2024 as part of the...

Anthony Lupoli, CPA/PFS, CFP®, MAcc
Aug 2, 20233 min read
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The Extra Tax for High Earners You Probably Don't Know About (and how to avoid it)
The Net Investment Income Tax (NIIT) is hitting more Americans than it once did but there are strategies to avoid it. Many more...

Anthony Lupoli, CPA/PFS, CFP®, MAcc
Jun 28, 20234 min read
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Five Estate Planning Documents You Need
Regardless of your age, health, and wealth, we'll discuss the five estate planning documents you may need. Estate planning should be a...

Anthony Lupoli, CPA/PFS, CFP®, MAcc
Jun 6, 20234 min read
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Personal Deduction Planning
Taxes, like death, are inevitable. But why pay more than you have to? The trick to minimizing your federal income tax liability is to...

Anthony Lupoli, CPA/PFS, CFP®, MAcc
May 31, 20234 min read
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Planning for the Sole Proprietor
A brief roadmap to business formation and tax planning tips for the sole proprietor. Just like any businessperson operating through a...

Anthony Lupoli, CPA/PFS, CFP®, MAcc
May 24, 20235 min read
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Five Reasons Why You Should Convert to a Roth IRA
We should always strive to make informed financial decisions that will enhance our long-term financial security. With regard to...

Anthony Lupoli, CPA/PFS, CFP®, MAcc
May 18, 20236 min read
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Maximize Your Real Estate Investments with a 1031 Exchange
Real estate investment has long been known as an effective means to build wealth, but smart investors also know that minimizing tax...

Anthony Lupoli, CPA/PFS, CFP®, MAcc
May 15, 20235 min read
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Why a 529 Plan is the Right Choice to Save for your Child's Education
With the cost of higher education continuing to soar, planning for your child's future education has become more important than ever. One...

Anthony Lupoli, CPA/PFS, CFP®, MAcc
May 9, 20234 min read
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Understanding the Differences Between W-2 Employees & 1099 Contractors
When you need to know whether your new-hire needs to be on the payroll, and receive a W-2, or should get a 1099 at year-end instead. So...

Anthony Lupoli, CPA/PFS, CFP®, MAcc
May 8, 20233 min read
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The Best Savings Tool You Should Be Using
If you're one of my clients then you've probably heard me extoll the virtues of the Health Savings Account (HSA). It's my favorite...

Anthony Lupoli, CPA/PFS, CFP®, MAcc
May 2, 20233 min read
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When choosing a retirement plan for your small business, consider keeping it SIMPLE.
I was inspired to write this post after a client came to me needing advice on which retirement plan to implement for their growing...

Anthony Lupoli, CPA/PFS, CFP®, MAcc
Apr 10, 20233 min read
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Yesterday's Price is Not Today's Price
How inflation may provide some relief for taxpayers. Inflation. Inflation. Inflation. You've heard a lot about inflation over the past...

Anthony Lupoli, CPA/PFS, CFP®, MAcc
Jan 26, 20233 min read
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Why You Should Hire a CPA
Inuit and Bench provide low-cost bookkeeping and tax products but CPAs provide greater value in a commoditized environment. What you Need...

Anthony Lupoli, CPA/PFS, CFP®, MAcc
Jan 17, 20233 min read
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Welcome to AVL!
Hi, I am Anthony, founder of AVL CPA Firm! I will be writing these posts to inform you of various topics and current events in the...

Anthony Lupoli, CPA/PFS, CFP®, MAcc
Jan 5, 20232 min read
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