Q3 Playbook: Crafting a Winning Financial Game Plan for Your Business
It’s time to craft your Q4 financial game plan, review budgets, analyze cash flow. Download my Q4 Jump-Start Guide to keep your planning in check.
Tax Planning: A Year-Round Journey
Discover the importance of year-round tax planning for individuals and businesses. Maximize deductions, manage income, and secure your financial future.
Save on Taxes and Protect Your Assets: When to Consider Changing Your Business Entity
As a business owner, it's essential to understand how your legal structure affects your taxes and liability. Let's break it down into simple terms.
The SALT Cap Workaround You Should Know About
In response to complaints about the Tax Cuts and Jobs Act of 2017 SALT cap, many states have authorized workarounds that allow a pass-through entity to pay state income taxes at the entity level.
New Online Option for 9 IRS Notices Resolves Issues Faster
Taxpayers who receive certain notices from the IRS now have the option of submitting their documentation online through IRS.gov, reducing time and effort in resolving tax issues.
Independent Living Tax Credit
If you renovated a home in to be more accessible in 2022, you may be eligible for a tax credit up to 50% of the cost of the renovation (up to $5,000), whether it’s your own home, the home of a family member, or a rental property.

