Insights into effective accounting practices.


Don’t Panic, Prepare: Why LGBTQ+ Couples Need Paperwork

With uncertainty around marriage equality, LGBTQ+ couples can protect their futures effectively through legal documents and financial planning.

Find out more

SALT Workaround Explained: 5 Must-Know Tax Secrets for Business Owners

The SALT deduction cap forces business owners to pay tax on their taxes—but there’s a workaround. Discover how the SALT workaround works, who qualifies, key deadlines, and why proactive planning can save entrepreneurs thousands in federal taxes.

Find out more

LLC Setup Guide: Top Mistakes & How to Fix Them

Master your LLC setup! Learn the top mistakes small business owners make, from registered agent errors to tax issues, and how to fix them.

Find out more

Revamp Your Business Structure: Take Control of Growth and Strategy

With recent tax law changes shifting how different entities are taxed, reviewing your business structure now is essential to make sure you’re not missing out on savings or exposing yourself to unnecessary risk. Choosing the right entity could dramatically impact taxes, liability, and opportunity.

Find out more

Why Filing an Extension Might Be the Smartest Move You Make This Year

Filing a tax extension isn’t procrastination—it’s strategy. Discover how extensions can maximize deductions, reduce errors, improve cash flow, and unlock powerful tax-saving opportunities for business owners and individuals.

Find out more

Trusts: What They Are and What They’re Not

At its core, a trust is an estate planning tool, not a tax loophole. It’s a legal arrangement where one person (the trustee) holds and manages assets on behalf of another (the beneficiary). Trusts can be used to control how and when your assets are distributed, avoid probate, protect privacy, and provide for minor children or family members with special needs.

Find out more

Is the temporary increase in the CAP from $10,000 to $40,000 going to reduce your taxes?

The SALT CAP deduction has been getting a lot of airtime. Is the temporary increase in the CAP from $10,000 to $40,000 going to reduce your taxes? The short answer is it depends.

Find out more
NEW DEDUCTIONS FOR TIPS AND OVERTIME

Why the new rules on overtime and tips credits don't help business owners

We have been getting a lot of calls from clients asking if we can change there payroll to pay them overtime or tips so they can earn tax free income under the new tax law. The short answer is no. Here is why the new rules on overtime and tips credits don't help business owners

Find out more

Your personal financial plan when running your own business

Running your own business (including 1099 work) introduces different elements that aren’t always easy to factor into your personal financial plan.

Find out more