Prosperity Insights
Tax and Wealth Management News & Resources

Prosperity Tax Advisors Featured in Investopedia | Tax Strategy for Business Owners 2025
As Featured in Investopedia Our founder, Michael Moffa, was interviewed by Investopedia for a deep-dive into a little-known tax strategy that gives business owners a

Most High-Income Taxpayers Aren’t Optimizing Their Tax Situation – and What to Do About It
This article in The Independent based on a survey illustrates American tax illiteracy. Despite the complexity (and opportunity) embedded in the U.S. tax code, most

Strategic Tax Planning Opportunity: IRS Slowdown and Fed Rate Cuts Create Rare Window
The convergence of an IRS operational slowdown and Federal Reserve rate cuts has created a limited-time opportunity for strategic tax planning. For business owners, investors,

Tax Time is NOW!
Most Americans can name all the major annual holidays – and one NON-HOLIDAY. A date that looms large in our collective conscious: April 15. Tax

Michael Moffa Featured in Bloomberg Tax: IRS Furloughs Present Strategic Opportunity
Prosperity Tax Advisors founder Michael Moffa was recently featured in Bloomberg Tax, providing expert analysis on how business owners and entrepreneurs can navigate the current
CLIENT ADVISORY SERVICES
According to reports from U.S. Bank, SCORE, B2B Reviews, and Skynova, a whopping 82% of SMBsfail due to poor bookkeeping and cash-flow analysis. We see