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David Peters
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CPA, CFP, CLU, CPCU, MST, MBA
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Join date: Jul 10, 2025
Posts (4)
Oct 2, 2025 ∙ 3 min
Year-End Tax Planning 2025: Spooky-Smart Tips to Avoid Financial Nightmares
The scariest part of Halloween shouldn’t be your tax bill. As 2025 comes to a close, smart year-end tax planning can help you avoid financial nightmares and keep the IRS from haunting your spring. From reviewing your withholding to maximizing retirement contributions, harvesting tax losses, and planning charitable gifts, these year-end tax tips will help small businesses and families save money and start 2026 with confidence.
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Sep 5, 2025 ∙ 2 min
Preparing for a Disaster: Protecting Your Family and Your Taxes
Marking 20 years since Hurricane Katrina, preparing for a disaster is more than safety—it’s protecting your family and taxes. Secure tax records, digitize documents, track assets, and understand IRS disaster relief to minimize stress. At Peters Tax Preparation & Consulting, we help families create disaster-ready tax plans, ensuring financial protection, access to refunds, and peace of mind when storms, floods, or fires strike.
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Aug 6, 2025 ∙ 3 min
Back-to-School, Back to Savings: Maximize Your 2025 Education Tax Breaks
If you or your child is returning to school this fall, there are several education-related tax credits and strategies that could help you save significantly on your taxes.
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