“8 Year-End Tax Tips You Must Complete by December 31st”
This is a unique trick we implement for several clients each year. If you previously paid a lot in Self-Employment Tax and for some reason had an LLC (sometimes a major mistake by other planners), you can easily still elect it to be taxed as an S-Corporation retroactively to January 1st, 2025
The Magic of the Mega Backdoor Roth
A Mega Backdoor Roth is a strategy to put away as much Roth money as you legally can in a given year.
