Smiling man wearing glasses, a patterned blazer, and a collared shirt, standing against a transparent background.

Check out our latest helpful blogs

Guide to Estimated Taxes
Confused about estimated taxes in 2026? Learn payment deadlines, safe harbor rules, and how to avoid IRS penalties as a small business owner.
Timing Strategies Could Become More Powerful in 2017, Depending on What Happens with Tax Reform

Timing Strategies Could Become More Powerful in 2017, Depending on What Happens with Tax Reform

Projecting your business income and expenses for this year and the next allows you to time when you recognize income and incur deductible

Wash Sale Rule

Investors: Beware of the wash sale rule

A tried-and-true tax-saving strategy for investors is to sell assets at a loss to offset gains that have been realized during the year.

boost yoru 401k contributions

Why You Should Boost Your 401(k) Contribution Rate Between Now and Year End

An important step to reducing taxes and saving for retirement is to contribute to a tax-advantaged retirement plan. If your employer offers a

per diem travel rates

Should Your Business Use Per Diem Rates For Travel Reimbursement?

Travel per diem rates have been updated and will go into effect on October 1st. To simplify record keeping, they can be used

save-more-for-college-with-529-savings-plans

Save More for College Through the Tax Advantages of a 529 Savings Plan

With kids back in school, it’s a good time for parents (and grandparents) to think about college funding. An option that can be

tax-planning-when-buying-a-business

Tax Planning Critical When Buying a Business

When you acquire a company, your to-do list is long. This means you can’t devote all of your time to the deal’s potential

Ready to join a winning team?

Let’s talk about how our experts can help you reach your financial goals.