Married Filing Separately: Pros, Cons, and Rules Explained

You might have many questions, like, Can I file separately if married? Filing taxes as a married couple can be complex, especially when deciding whether to file jointly or separately. While most couples choose to file jointly to take advantage of various tax benefits, there are specific situations where filing separately might be the better […]

When to Claim Social Security: Find Your Break-Even Age

Married Filling

Did you know that the age at which you claim Social Security can significantly impact your total lifetime benefits? The timing of your decision can mean a difference of thousands of dollars over the course of your retirement. According to the Social Security Administration, claiming benefits at age 62 instead of waiting until full retirement […]

Author

Joe Hopkins (CPA, MBA & Former CFO)

Joe has 25+ years as a Certified Public Accountant licensed in the State of Texas and solving IRS problems. Current member with the American Institute of Certified Public Accountants (AICPA), Texas Society of CPA’s (TSCPA), National Society of Accountants (NSA), Bachelor’s degree in accounting (BBA), Master’s degree in Business Administration (MBA) at Texas A&M Corpus Christi. Experience in a variety of industries as Controller, CFO and tax resolution issues for both business and personal tax cases.