Business vehicle write-offs under current law help company owners deduct more than ever – faster than ever – from their taxes. But the specifics are sometimes confusing (not to mention they can change year by year). Never fear: I’m here to help. Let’s dig into the nitty-gritty of vehicle write-offs for your business, so you
Why aren’t more small business owners paying their kids under 18? It’s a smart move to shrink your tax liability and gain so much more
Businesses need to file a form 1099-NEC for every person for whom they pay $600 or more over the course of the previous tax year. A 1099-NEC form is only necessary for people who are NOT employees, such as contractors.
The “Big Beautiful Bill” is finally signed—and it’s packed with powerful tax opportunities for business owners and real estate investors. Mark J. Kohler breaks down 4 key strategies you need to know: from bonus depreciation and QBI to SALT deductions and Opportunity Zones.
IRS impersonation scams are on the rise in 2025, and scammers are getting smarter. From fake emails and robocalls to phishing texts and social media messages, these tactics are designed to steal your personal or financial information. Learn how to spot red flags, understand how the IRS really contacts taxpayers, and take smart steps to protect yourself and your business from tax fraud.
Every business has a life cycle. Whether you’re just launching your first side hustle or preparing to step away from a thriving company, your business falls into one of four essential phases: startup, optimization, scaling, and exit. Each phase comes with unique challenges—and incredible opportunities. Understanding where you are, and what you should be doing
Let’s be honest—most people don’t launch a business because they’re excited about accounting. But here’s the truth: if you’re a business owner and you don’t understand the basics of your financials, you’re putting your success at risk. Knowing your numbers is essential for everything from applying for a loan to scaling your business to building
If you’re a small business owner, you’ve probably bounced between your CPA and your attorney more times than you’d like to admit. One tells you to ask the other. The other tells you, “That’s a tax issue, not legal.” And somehow you’re left in the middle—still unsure what to do. It’s confusing, frustrating, and usually
Starting a business, managing rentals, or just trying to get your financial house in order? You’re not alone—and if you’ve been Googling questions like “LLC vs. S Corp” or “Should I put my car in a trust?”—this guide is for you. Tax law and legal planning don’t have to be overwhelming. In fact, when you
Will you leave a legacy or a disaster? In this guide, we’ll break down the two most essential estate planning tools you need: a will and a revocable living trust. We’ll also talk about what each one does, how they work together, what it should cost, and the biggest mistake most people make with their
Everything changes when you’re in the room. One hallway conversation can lead to a six-figure referral partnership. One live session can unlock a tax strategy that saves your client thousands. One dinner with growth-minded professionals can recharge your confidence and reshape your future. This kind of experience doesn’t happen on Zoom. It happens in person,
If you’re a business owner, investor, or side hustler, your tax and legal structure MATTERS.And if you’re still filing everything under your own name or haven’t made the switch to an S corp, you could be leaving thousands of dollars and tons of peace of mind on the table. That’s why we created the Trifecta.
You’ve probably heard that forming an LLC is a smart move for protecting your business and assets. But did you know there are six main types of LLCs—and two bonus variations—that each serve very different purposes? In this guide, we’ll break down exactly what those types are, who should use them, and how choosing the
All of us want to save taxes, but at the same time stay out of trouble with the IRS. In fact, I would hope we would even have a higher standard of being honest and ethical in the manner in which we all report our income, deductions and file our tax returns. We live in
When most people hear the term “family office,” they imagine billionaires with private jets, private investment advisors, and fancy offices. But guess what? You already have a family office — it might just be the third bedroom down the hall with a hide-a-bed in it. And that’s more than enough to start building serious tax
