Making sure our travel has a ‘business purpose’ is critical and a perfect opportunity for business owners for a great tax write-off.
Not all debt is created equal. For years, we’ve been told that debt is something to avoid at all costs. But the truth is, debt can be either a wealth-building tool—or a financial anchor. Understanding the difference between good debt and bad debt isn’t just helpful… it’s essential. Whether you’re advising clients or managing your
Cryptocurrency isn’t going away. In fact, it’s becoming more mainstream by the day—and that means tax professionals need to keep up. But here’s the tricky part: your crypto clients might not even understand what they’re doing. They throw around terms like “staking,” “swapping,” and “DeFi,” often using them interchangeably. And if you’re not fluent in
If you’re a small business owner, there’s a good chance you’ve felt the ripple effects of tariffs—whether directly or indirectly. While the headlines often spotlight global giants, it’s Main Street entrepreneurs who experience the day-to-day impact of policy changes. And while tariffs can bring new challenges, they also open the door to unexpected opportunities—especially for
For most of us, our home is one of our most valuable assets. It truly is our “castle,” but can also be one of our most vulnerable assets. Although we need to protect it at all costs, we face several dilemmas that create significant hurdles to protecting the complete value of our home from a
If you’re a pet owner, you know the joy and companionship a pet can bring to your life. But did you know that you may be able to write-off some of the expenses associated with owning a pet on your taxes? It’s estimated that over 68% of American households have a pet. There are a
A Charging Order Protection Entity (COPE) is a unique type of entity that can provide additional protection for the assets it holds from the owner’s personal liabilities. It is far more advanced and complex than the average LLC.
Thinking about selling your business? Whether you’re ready to move on or just exploring your options, selling a business is a major financial and emotional decision—and it’s not as simple as listing it and waiting for offers. If you want to increase your business valuation, attract serious buyers, and secure the best deal possible, there’s
How many of you build, track and utilize credit card points for personal benefit? You can pay your taxes using a major credit card or a debit card online. Individuals can make these payments 24 hours a day and seven days a week.
Raising capital for real estate deals isn’t what it used to be. The game has changed—again. In the wake of rising interest rates and the first real wave of investor losses in over a decade, many private equity and real estate investors are realizing the hard truth: attracting capital today isn’t about having the best
April 15th is more than just “Tax Day.” It’s your last chance to make key financial moves that can still impact your 2024 tax return—even though we’re already in 2025. Whether you’re a business owner, investor, or simply looking to reduce your tax bill, these final contributions can still pack a punch. Here’s your checklist
Short answer: Yes—most people should.
The rule of thumb? File an Extension. Send in an estimated payment if needed, gather better records, and file your return before October 15, 2025.
