Dale Bugasch & Associates PC CPA

08/20/2026

It's no surprise that pet owners love their pets so much that it affects their financial decisions...

Dogs and cats are more than pets for many Americans, who consider the animals family members. An AICPA survey found that pet owners often budget for their animals, prioritize pet spending, and include pets in estate planning.

07/22/2026

Do not ignore IRS notices, particularly ones that threaten or impose liens!

Federal tax liens filed by the Internal Revenue Service can impact people's employment and their ability to access credit.

07/17/2026

Great article from Kiplinger on when Roth conversions aren't a good idea!

A Roth conversion is a powerful tax-saving tool, but there are several situations where taking that leap might actually cost you more in the long run.

07/16/2026

Planning for the future means more than just finances.

One important document many families may not be familiar with is the Dartmouth Dementia Directive.

Unlike a traditional healthcare directive, it allows individuals to document their wishes specifically for future care if they develop dementia—while they are still able to make informed decisions.

As CPAs, we often help clients plan for their taxes, retirement, estate transfers, and long-term financial security. We encourage everyone to think about planning for healthcare decisions as well. Having these conversations early can provide clarity for loved ones and ensure your wishes are respected.

If you or a family member are updating your estate plan, consider discussing the Dartmouth Dementia Directive with your attorney and healthcare providers.

Financial planning and life planning go hand in hand.

Send a message to learn more

07/08/2026

Have you recently inherited money? If so, make sure you touch base with your CPA and financial/wealth advisor. If you don't already have this team on your side, it's time to connect!

An inheritance isn't "found money," so don't rush to use it or let others push you into making decisions. These five tips can help you manage the money wisely.

06/03/2026

This month, we celebrate the LGBTQ+ community and recognize the importance of creating a workplace—and a world—where everyone is respected, valued, and empowered to be themselves.

At Dale Bugasch & Associates PC CPA, we believe that diversity strengthens our team, our clients, and our community. Wishing everyone a joyful and meaningful Pride Month.

Send a message to learn more

05/28/2026

Thanks to IRS updates and new tax laws that took effect in 2026, this year could be a great time to rethink how you give to charity and how you can reduce your taxable income in the process. Swipe for an overview of what you should know.

If charitable giving is on your radar for 2026, let’s make sure you’re set up to do it as effectively as possible. Give our team a call, and we can walk through your 2026 strategy together.
Posts are for informational purposes only and do not constitute accounting, tax, or legal advice. Consult with a qualified professional before making decisions based on this information. Following or messaging us does not create a client relationship.

05/25/2026

Happy Memorial Day from our office to all those who have served our country!

04/28/2026

The U.S. Customs and Border Protection (CBP) launched a new federal tariff refund portal on Monday, April 20th, which may have significant tax and cash-flow implications for businesses. Swipe through for key details and what it may mean for businesses moving forward.

We are keeping a close eye on any updates and will share them as they arise.
Posts are for informational purposes only and do not constitute accounting, tax, or legal advice. Consult with a qualified professional before making decisions based on this information. Following or messaging us does not create a client relationship.