Solo business owner? There’s a 401(k) for that
If you own a successful small business with no employees, [...]
Improving your company’s sales pipeline management
“It’s in the pipeline!” Business owners often hear this rather [...]
Retirement account catch-up contributions can add up
If you’re age 50 or older, you can probably make [...]
How to address your frequent flyer miles in your estate plan
If you’re a frequent traveler, you may have accumulated hundreds [...]
Unlocking Strong Billing Processes for a Robust Cash Flow
Once a business is up and running, one fundamental aspect [...]
Inheriting stock or other assets? You’ll receive a favorable “stepped-up basis”
If you’re planning your estate, or you’ve recently inherited assets, [...]
Help Decrease the Chance of an IRS Audit
Executive perks that are not properly reported to the IRS can [...]
Hiring family members can offer tax advantages (but be careful)
Summertime can mean hiring time for many types of businesses. [...]
Are you married and not earning compensation? You may be able to put money in an IRA
When one spouse in a married couple is not earning [...]
Are Your Social Security Benefits Taxable?
Many retirees have seen their Social Security benefits increase in 2023 [...]
