BLOG GALLERY

Success starts with a firm foundation.

🔍

Pre-Tax Arbitrage For Business Owners

Unlock the power of pre-tax spending to optimize your financial strategy and significantly reduce tax burdens. Discover how strategic spending can

The End Of Federal Checks

Executive Order 14247 directs federal agencies to phase out paper checks for refunds, benefits, and contracts. Here’s who’s affected and how to

Critical Updates On Clean Energy Credits

The One Big Beautiful Bill Act (OBBBA) is changing the landscape of energy tax credits by accelerating expiration dates, leaving homeowners,
Why Choosing the Best Accountant is More Than Just Numbers

Why Choosing the Best Accountant is More Than Just Numbers

What comes to mind when you think of an accountant? Maybe someone who is simply there to help businesses, sort receipts, file taxes, and make sure you

A Framework For Spending Retirement

Spend your nest egg in the wrong order, and taxes soar while future security shrinks. Get the sequence right, and the same dollars stretch further,

Tax Traps For Real Estate Investors

Uncover strategies to maximize benefits and minimize pitfalls, from understanding passive loss rules to mastering 1031 exchanges and differentiating

Partnership Distribution Rules and Complexities

Explore the intricacies of partnership distributions and uncover how they offer flexibility in profit allocation while presenting unique tax

The Upcoming 401(k) Audit Deadline

Summer brings not just sunshine but also critical 401(k) audit deadlines for many organizations. This comprehensive guide breaks down when an audit is

OB3 Business Changes

This bill makes many of the provisions of the Tax Cuts and Jobs Act (TCJA) permanent, changes several individual, business, and international tax

Key Individual Tax Provisions of OB3 (One Big Beautiful Bill)

July 4th President Trump signed the One Big Beautiful Bill (OB3) into law. Read about key tax provisions regarding this bill.

Understanding Safe Harbor 401(k) Plans

Navigating the complexities of 401(k) plans can be daunting for small and midsize businesses. Discover how the safe harbor 401(k) offers a simplified

When Is An S-corp Election The Right Move?

Your business is finally profitable, but is it profitable enough for an S-corp election? Learn the revenue, cash-flow, and compliance milestones that