Small Business Owners: Are You Missing Out on Tax Deductions? From everyday expenses to hidden opportunities, we’re breaking down the tax deductions you need to know. Don’t let the IRS keep what’s yours—learn how to bank that extra cash instead.
If you’re considering term life insurance, you might wonder: What happens to all the money I paid if I outlive the policy? With Return of Premium (ROP) term insurance, you could get some or all of your premiums refunded—tax-free! But is it worth the higher cost?
Two out of three 401(k) participants have assets in a target-date fund, but many don’t fully understand how these “all-in-one” investments work. Before you set it and forget it, make sure your target-date fund aligns with your long-term plan.
The IRS is set to lay off 6,700 employees—right in the middle of tax season. Despite the staffing cuts, the IRS assures that tax filings will proceed as usual. But how will this really affect you?
From rising costs to supply chain headaches, shifting U.S. trade policies are making it harder for SMBs to stay ahead. How do you protect your profits and plan for the future? We break down the impact of tariffs and the smart strategies you can use to navigate them.
Did you know that community property laws can impact how you and your spouse file taxes? From income division to special tax rules, understanding these laws is crucial for accurate tax planning.
Want top-tier expertise without the cost of a full-time hire? Fractional hiring lets small and mid-sized businesses bring in seasoned pros—like a Sales Manager or Marketing Director—on a part-time or project basis.
Looking to defer capital gains taxes when selling an investment property? A 1031 exchange allows you to reinvest proceeds into another like-kind property—keeping more of your money working for you!
Nearly half of U.S. families are headed by two working spouses, often with separate accounts. Even with individual portfolios, couples can benefit from a joint strategy to maximize employer matches, diversify investments, and take advantage of spousal IRA contributions.
The IRS has postponed the application of proposed regulations related to RMDs under SECURE 2.0, now set to take effect in 2026, including RMD age clarification, Roth account distributions and spousal elections.
