Scrolling for financial tips? Be careful—what sounds like savvy advice on TikTok could leave you owing thousands to the IRS. Before you follow that “tax hack” or investment shortcut, read this. We break down why social media isn’t the place for serious financial advice—and what to look for instead.
You did it—you saved, you planned, and now retirement is here (or close!). But did anyone warn you about the tax storm waiting on the other side? From RMDs to Medicare premiums, retirement could be your highest-taxed phase yet. Don’t let surprise taxes derail your golden years.
Tired of feeling like an ATM for your business? It’s time to flip the script. Adopting a Profit First mindset helps you protect your personal finances while growing a thriving, sustainable business. Learn how to stop funding a money pit and start building lasting profit.
Student-athletes are cashing in on their name, image, and likeness—but the IRS is paying attention too. From unexpected tax bills to changes in donor deductions, the NIL era brings big opportunities and big risks.
Sole proprietorship, partnership, LLC, or corporation? Choosing the right business structure can shape everything from your taxes to your personal liability. Before you file anything, get familiar with the pros, cons, and key differences — and why it’s smart to consult trusted advisers before making a decision.
From mileage logs to Section 179 write-offs, the tax rules for business vehicles are more complex than they appear — but also full of opportunities. Whether you’re driving a company car, leasing a vehicle, or even using a motorcycle for work, the method you choose can make a big impact on your bottom line.
FinCEN just eased the burden of BOI reporting for domestic companies with a new interim final rule—no more initial or updated filings required under the Corporate Transparency Act.
Estimated tax payments can be tricky—especially if your income fluctuates throughout the year. We break down safe harbor rules, the importance of ratable payments, and strategies like increased withholding and RMD tactics to help you avoid costly penalties.
Owe taxes but can’t pay by April 15? You’re not alone! From IRS payment plans to home equity loans, there are several options to avoid penalties and interest. Learn how to manage your tax bill and stay ahead of the game
For small businesses, tax season can feel like walking a tightrope—balancing operating expenses while preparing for tax payments. The key? Strategic cash flow management. Smart planning can turn tax season from a headache into an opportunity.
