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FAFSA Shock: Why Some Parents’ Failure to Plan Hurts Their Kids—and How Planning Changes That
Walking into college debt? College Is Expensive. FAFSA Is Unforgiving. Tax Planning Is Your Secret Weapon. If you’re a parent staring down the twin realities of college tuition and the FAFSA, here’s the uncomfortable truth: Most families think about financial aid too late—and the IRS clock does not care about good intentions, and the new Department of Education surely doesn't. At ExFedTax, we see this every year. Smart, hardworking parents do everything right except one thing

Heath Vo, JD, CPA
Jan 63 min read


Year-end Tax Preparation: Do's and Don'ts and Moves to Make Before New Year's Day
Catch up with ExFed Tax! See what we’ve been working on, year-end tax moves to make before New Year’s, and client do’s & don’ts for a smooth 2025 tax season.

Heath Vo, JD, CPA
Dec 1, 20253 min read


IVF, Egg Donation & Surrogacy: How to Make the Tax Code Work for You
IVF, egg donation, surrogacy — each comes with complex costs, and the IRS doesn’t make it easy to tell what’s deductible.
Our founder, Heath Vo, JD, CPA (who’s walked this journey personally), breaks it all down in a clear, human way — so you can focus on growing your family, not your tax bill.

Heath Vo, JD, CPA
Oct 4, 20253 min read


Heading into 2025: Tax Strategy Moves You Shouldn’t Ignore to Reduce 2025 Taxes
Learn how the One Big Beautiful Bill Act (OBBBA) impacts your 2025 taxes. ExFed Tax explains new deductions, credits, and strategies to legally reduce your tax bill.

Heath Vo, JD, CPA
Sep 25, 20255 min read


SAFE Tax Filing Act of 2025: Taxes After Domestic Abuse
Imagine this: It’s tax season. You’ve escaped an abusive partner, started over, and now the law requires you to file…with them. Romantic? No. Dangerous? Absolutely.

Heath Vo, JD, CPA
Aug 2, 20254 min read


Cryptocurrency, Taxes, and You: How Not to End Up Explaining Dogecoin to the IRS
Learn how cryptocurrency transactions affect your taxes. From reporting Bitcoin gains to avoiding IRS penalties, here’s your 2025 guide to crypto tax compliance.

Heath Vo, JD, CPA
Jul 31, 20253 min read


Divorce & Taxes: What to Know When the Spark Fades as seen on #ColdPlayKissCam (and the IRS Notices)
At ExFed Tax, we’ve seen some things implode—business partnerships, aggressive tax shelters, and yes, even that Coldplay concert kiss cam situation. (We’re not saying your divorce played out on a stadium screen... but if it did, you’re not alone.) The truth is, when a relationship ends, the emotional fallout is only part of the story. The tax code has its own post-breakup baggage, and if you’re not careful, you could end up with more financial regret than a surprise concert p

Heath Vo, JD, CPA
Jul 20, 20253 min read


THE BIG, BEAUTIFUL TAX BILL: WHAT IT MEANS FOR YOU AND YOUR DEDUCTIONS
Move over, standard deduction. There's a new sheriff in town—and it brought a suitcase full of write-offs. In a year already full of economic curveballs, Congress just dropped what some are calling “The Big, Beautiful Tax Bill”—a sweeping piece of legislation promising relief, reform, and (of course) enough loopholes to keep accountants up past midnight. And while the name might be a little grandiose, the bill does come with some potentially juicy new deductions that could

Heath Vo, JD, CPA
Jul 20, 20252 min read


Love, Paperwork & the IRS: Filing Taxes When Married to a Non-Citizen Spouse
Marriage is a commitment. Taxes? They’re a legal obligation. And when your spouse isn't a U.S. citizen—or worse, has fallen into the immigration void—the tax rules get confusing fast. But don’t panic. Whether your spouse has a green card, no papers, or lost their citizenship, you still have options. And at ExFed Tax, we’ve lived it. Our team includes folks who’ve survived the immigration maze themselves, or supported spouses, parents, or partners through it. We get it. You’re

Heath Vo, JD, CPA
Jun 30, 20254 min read
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