Have you ever contemplated what your life will look like in retirement. Studies show that less than 60% have a retirement account. To make things
Every year, I sit across from smart, successful business owners who made the same mistake. Not because they were careless. Not because they were trying
If you have already stared a business, you know this: Almost all real businesses don’t start with a fancy business plan, a perfect logo, or
Most tax problems don’t come from doing something reckless. They come from staying in a structure that no longer fits. I see this pattern constantly.
Every January, I have the same conversation with business owners. They sit down across from me, look at last year’s tax bill, and say some
Every business I’ve ever worked with started the same way. It started with an idea and grew into something. In some cases it happened quickly
Most business owners don’t wake up excited to think about taxes. I don’t blame them. Even if I consider myself an oddball in this regard
Most business owners think tax planning is something you do at the end of the year, sometime between Thanksgiving and New Year’s Eve, usually after
At the start of every year, I like to reset expectations. Not because anything dramatic has changed, but because clarity matters. Especially when it comes
As the year comes to a close, I want to take a moment to wish you and your family a healthy, successful, and peaceful New
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