General Information
January 19, 2026
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
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
Most tax mistakes aren’t “illegal.” They’re just poorly timed… or you take advice from the “gurus” on TikTok. One is obviously worse than the other
It happens every December. The books are mostly done. The year feels decided. And somewhere between holiday parties, family travel, and end-of-year exhaustion, taxes become
Every year I sit across from business owners who tell me the same thing. They want financial freedom, more control, and less tax stress. And
Every so often, something happens in the business world that captures everyone’s imagination. Not because of the drama or the headlines, but because it reveals
Every December, I watch business owners do two things at the exact same time. First, they celebrate the season with family, gifts, maybe a well-earned
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