Advisory

What Is Advisory — And Is It Right for You?

Most people think their financial professional focuses on the past: last year’s tax numbers, last quarter’s profit, last month’s expenses. That’s the compliance world. It’s essential, of course. But it’s focused on what already happened.
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LLC

Why an LLC?

An LLC (Limited Liability Company) is a flexible business structure that creates a legal distinction between its owners and the business itself. This separation shields the owners' personal assets from business liabilities and debts, a crucial safeguard not offered by simpler structures like sole proprietorships.
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Protest

The Weirdest Tax Protests in the Last Century

Taxes are usually dull. But every so often they spark something strange, from performance-art protests to digital revolts to tractor blockades. Here are five tax uprisings that broke the mold over the last 100 years.
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tax advice

Beware of Social Media Tax Advice: The Risks and Consequences

In today’s digital age, social media serves as a hub of information on almost every topic imaginable, from cooking recipes to financial advice, including taxes. However, as accessible as these platforms are, they pose a significant risk when used as a source for tax advice.
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Tax Planning

Year-End Individual Tax Planning Opportunities

Year-end is rapidly approaching, as are the holidays. So, before you become distracted with the seasonal celebrations, it may be in your best interest to consider year-end tax moves that can benefit you for your 2025 tax filing. Here are last-minute tax issues you might consider:
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Cash Flow

​Cash Flow vs. Profit: The Hidden Reason Healthy Businesses Struggle

You finally have a year where sales are up and the books show a profit—yet your bank account feels like it missed the memo. Read more about cash flow versus profit.
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Gifts

Holiday Gifts That Offer Tax Benefits for You and Your Loved Ones

The holiday season is a time of giving, and while the joy of gifting is often its own reward, there are ways to make your generosity even more impactful through strategic tax planning.
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Deduction

A Guide to the Business Pass-Through Deduction

The Section 199A pass-through deduction, also known as the Qualified Business Income (QBI) deduction, offers significant tax savings for eligible business owners. This deduction allows certain individuals to deduct up to 20% of their qualified business income from domestic businesses operated as a sole proprietorship, partnership, S corporation, trust, or estate.
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