Do you know what a cost segregation study is? If right for your business, it may help accelerate depreciation deductions on your enterprise’s building.

Depreciation, For Business, Small Business, Tax Central, Tax Deductions, Taxes

June 24, 2025

A Cost Segregation Study May Cut Taxes and Boost Cash Flow

Depreciation

In the realm of estate planning, naming beneficiaries is a critical step that ensures your assets are distributed according to your wishes after your passing. However, the process doesn’t end with simply naming beneficiaries; it’s equally important to keep these designations up to date.

Beneficiary, Death of a Loved One, marriage, Tax Changes, Tax Planning, Taxes

June 17, 2025

Why Updating Beneficiaries is Crucial After Life Changes

Beneficiaries

Ever feel like no matter how hard you try, your finances just aren’t working for you? You’re not alone. Many people, especially busy business owners, make the same costly mistakes when it comes to money. But what if you could flip the script and create a future where your finances bring you joy, not stress?

Finances, Financial, Financial Help, Financial Preperations, Financial Review, For Business, Personal Finances, Small Business, Taxes

May 28, 2025

Maximizing Your Financial Happiness: Stop the Cycle and Thrive

Financial

During filing season, the IRS sends out millions of notices, often leaving taxpayers confused, stressed, and scrambling for answers. But here’s the good news: an IRS letter doesn’t have to spell disaster.

For Business, IRS, Small Business, Tax Changes, Tax Problems, Taxes

May 21, 2025

How to Handle IRS Letters During Filing Season: What You Need to Know for 2025

IRS

Boost your retirement savings in your 40s and 50s with smart tax strategies. Discover how to use tax-advantaged tools and proactive planning to secure your financial future. Start catching up today!

For Business, Retirement, Retirement Planning, Savings, Small Business, Tax Planning, Taxes

May 1, 2025

The Retirement Catch-Up Plan: Maximize Tax Savings in Your 40s and 50s

Retirement

Individual Retirement Accounts – IRA – are essential tools for retirement planning, offering tax advantages that can help you grow your savings over time.

For Business, IRA, Retirement, Retirement Planning, Roth IRA, Small Business, Taxes, Traditional IRA

May 1, 2025

The Key Differences Between Traditional and Roth IRAs You Need to Know

The Key Differences Between Traditional and Roth IRAs You Need to Know cover

As we step into 2025, millions of Americans are set to experience a notable change in their Social Security benefits. The Social Security Administration (SSA) has announced a 2.5 percent cost-of-living adjustment (COLA) for Social Security benefits and Supplemental Security Income (SSI) payments.

For Business, Small Business, Social Security, Taxes

May 1, 2025

How the 2025 Social Security Adjustments Will Impact Your Wallet

How the 2025 Social Security Adjustments Will Impact Your Wallet cover