Welcome to Roth-tober Should You Carve Out a Roth Conversion This Year? by Tricia Bush, CPA, CFP® CPA, CFP® Owner, AAA Advisory LLC October isn’t just about pumpkins, costumes, and candy—it’s also the time of year many in the financial world lovingly call “Roth-tober.” Why? Because it’s often the perfect season to consider a Roth…

Harvesting Wealth Simple Investing for a Stronger Future by Tricia Bush, CPA, CFP® CPA, CFP® Owner, AAA Advisory LLC September always feels like a turning point. The air cools down, summer slows, and farmers markets are overflowing with apples, pumpkins, and everything in between. It’s harvest season—a time to enjoy the results of what was…

by Tricia Bush, CPA, CFP®, Partner, Bestgate Advisors Understanding Estimated Tax Payments Who Needs to Pay & How to Stay on Track For many taxpayers, the process of paying taxes is relatively straightforward. Wages are earned, taxes are withheld from paychecks, and when tax season arrives, most of the heavy lifting has already been done.…