How To Retire Gradually From Your Business

Retiring from a business you founded is both a personal and financial journey. Planning your exit thoughtfully helps preserve your legacy while easing into the next chapter.

Sunrise, Sunset and the OBBBA

Sunrise, Sunset and the OBBBA Taxpayers who worried about the expiration of several tax cuts from the Tax Cuts and Jobs Act of 2017 can now breathe easier. The One Big Beautiful Bill Act made most of those provisions permanent, which provides more stability for long-term tax planning. While this is welcome news, the law […]

Household Help and Taxes

Learn what defines a household employee, when taxes apply, and how to stay compliant with federal rules for nannies, babysitters, and home workers.

Get Ahead on Your 2025 Taxes

Prepare for the 2025 tax year with strategic planning under the One Big Beautiful Bill Act. Learn how to maximize deductions, credits, and retirement contributions.

Bringing Adult Children Into the Business

Involving your adult children in the family business can strengthen both your legacy and theirs, but it requires structure and clear expectations. Early planning, defined roles, and open communication are key to a smooth transition.

OBBBA and Pass-Through Entities

The One Big Beautiful Bill Act (OBBBA) brings major changes for S corporations, partnerships, and LLCs. From permanent tax breaks to enhanced deductions, these updates could significantly impact how small businesses plan and save.

Don’t Get Trapped by Fraudulent Tax Schemes

Tax scams are becoming more sophisticated, often disguised as social media “advice” from fake tax experts. Learn how to spot fraudulent credit claims and protect yourself from costly penalties.

Handling a Family Business

Passing down a family business involves more than financial decisions. Balancing fairness, family dynamics, and clear succession planning helps preserve both wealth and relationships.

Could Your Child Owe Taxes? Here’s What To Know

Children aren’t automatically exempt from taxes. If they earn unearned income like dividends or interest and meet certain criteria, they may need to file. Understanding the thresholds for the “kiddie tax” and the parent election option can help you steer clear of surprises at tax time.

Outsourced Accounting for Controllership Support

When your business outgrows spreadsheets and part-time help, you don’t have to build a finance department from scratch. An outsourced accounting team can provide the controllership support that keeps your numbers accurate, timely, and decision-ready.