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@MoonAdvisory

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Unlocking Financial Success 🌙 MOON Advisory: Your Trusted Partner for Accounting, Bookkeeping, CFO & Tax Services Nationwide.

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Joined September 2023
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@MoonAdvisory
Moon Advisory
3 days
Explore Trump Accounts, 529 plans, and other tax-savvy strategies to secure your child's education, retirement savings, and lifelong financial health.
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Explore Trump Accounts, 529 plans, and other tax-savvy strategies to secure your child’s education, retirement savings, and lifelong financial health.
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@MoonAdvisory
Moon Advisory
4 days
It's not too late to reach your 2025 financial goals. Discover smart mid-year money moves to strengthen your finances and protect your bottom line.
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It’s not too late to reach your 2025 financial goals. Discover smart mid-year money moves to strengthen your finances and protect your bottom line.
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@MoonAdvisory
Moon Advisory
5 days
Qualified Small Business Stock lets investors exclude part of their capital gains from taxes while supporting small business growth.
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Learn how Qualified Small Business Stock (QSBS) can exclude up to 100% of capital gains, the rules, limits, and recent changes under OBBBA.
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@MoonAdvisory
Moon Advisory
6 days
The One Big Beautiful Bill Act introduces a new deduction for overtime pay to American workers. Watch this video for details.
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The One Big Beautiful Bill Act introduces a new deduction for overtime pay to American workers. Watch this video for details.
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@MoonAdvisory
Moon Advisory
9 days
Starbucks' CEO earned $98M in 2024, 6,666Ă— more than the median worker. Here's what's behind CEO pay and how it impacts companies and employees.
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Starbucks’ CEO earned $98M in 2024, 6,666× more than the median worker. Here’s what’s behind CEO pay and how it impacts companies and employees.
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@MoonAdvisory
Moon Advisory
11 days
Ready to grow your side hustle into a full-time, six-figure business? Learn the smart steps to scale and set your business up for lasting success in 2025.
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Ready to grow your side hustle into a full-time, six-figure business? Learn the smart steps to scale and set your business up for lasting success in 2025.
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@MoonAdvisory
Moon Advisory
12 days
The One Big Beautiful Bill speeds up the expiration of key energy tax credits for solar, EVs, and home upgrades. Act now before the 2025 deadlines hit.
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The One Big Beautiful Bill speeds up the expiration of key energy tax credits for solar, EVs, and home upgrades. Act now before the 2025 deadlines hit.
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@MoonAdvisory
Moon Advisory
13 days
Energy tax credits are ending sooner than expected under the “One Big Beautiful Bill.” Watch the video to find out which ones are going away and what action you need to take now.
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Key energy tax credits are set to expire soon under new legislation. Learn which ones are ending and how to act quickly to take advantage.
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@MoonAdvisory
Moon Advisory
17 days
The OBBBA introduces a new deduction for overtime pay. See who qualifies, what you can deduct, and how to optimize this temporary tax benefit through 2028.
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The OBBBA introduces a new deduction for overtime pay. Learn who qualifies, how much you can deduct, and how to maximize this temporary tax benefit through 2028
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@MoonAdvisory
Moon Advisory
19 days
100% bonus depreciation returns, plus a new deduction for production property to help businesses save on taxes starting in 2025.
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The 100% bonus depreciation is back—plus a new deduction for qualified production property. Learn how these tax changes benefit your business in 2025 and beyond
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@MoonAdvisory
Moon Advisory
20 days
Key August 2025 tax deadlines for individuals, including tip reporting on IRS Form 4070 by August 11. Learn what to file and when to avoid penalties.
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Key August 2025 tax deadlines for individuals, including tip reporting on IRS Form 4070 by August 11. Learn what to file and when to avoid penalties.
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@MoonAdvisory
Moon Advisory
20 days
Watch this video to see how the SALT Deduction has been changed following the recent tax updates by the federal government.
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Learn how the SALT deduction increase could impact your federal taxes. Watch our quick video for tips on maximizing this key itemized deduction.
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@MoonAdvisory
Moon Advisory
24 days
With the passage of the “OBBBA,” workers in tip-based professions gain a significant new tax benefit: an above-the-line deduction for qualified tips.
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Learn how tipped workers can deduct up to $25,000 in qualified tips under new 2025 tax law. Includes key rules, limits, and employer credit changes.
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@MoonAdvisory
Moon Advisory
26 days
Passing your business to family? Avoid tax traps like capital gains, gifting mistakes, and S-corps. Learn how to keep it thriving for generations.
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Passing your business to family? Avoid tax traps like capital gains, gifting mistakes, and S-corps. Learn how to keep it thriving for generations.
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@MoonAdvisory
Moon Advisory
26 days
Essential tax changes for seniors in the One Big Beautiful Bill Act, including new deductions, limits, and planning tips for 2025 and beyond.
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Essential tax changes for seniors in the One Big Beautiful Bill Act, including new deductions, limits, and planning tips for 2025 and beyond.
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@MoonAdvisory
Moon Advisory
27 days
Before slow-moving inventory piles up, review what's working and what's not. Learn to spot dead stock early, plan promos, and protect your bottom line.
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Before slow-moving inventory turns into a warehouse graveyard, take a mid-year look at what’s working—and what’s not.
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@MoonAdvisory
Moon Advisory
27 days
October 15, 2025, is the extended due date for filing the 1040 series returns and the FinCEN Form 114.
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Don’t miss the Oct. 15 extended tax filing deadlines for 1040 returns and FBAR (FinCEN Form 114). Watch our video tips to stay on track.
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@MoonAdvisory
Moon Advisory
1 month
Palm Beach's luxury market is rewriting tax records, with $10M bills, mystery buyers, and billionaires reshaping Florida's gilded coastline.
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Palm Beach’s luxury market is rewriting tax records, with $10M bills, mystery buyers, and billionaires reshaping Florida’s gilded coastline.
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