Self Employed Health Insurance Deduction: How to Legally Write Off Premiums

CPA working with pencil and calculator in hand

Health insurance is expensive, and making sure it’s a write-off in your business is a big deal. Regrettably, it’s not as easy as just putting it on your P&L and treating it like office supplies. Health insurance premiums can be deductible. However, they must be reported in a specific way based on your type of […]

Maximizing Vehicle Write-Off for Your Business

cars in a row

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 […]

Koinly: The Smart Tax Pro’s Tool for Tracking Crypto Gains

Crypto computer screen

Crypto clients don’t always know what they’re doing—but their wallets sure do. If you’ve ever looked at a spreadsheet full of transactions from a crypto client and wondered how you’re supposed to make sense of it all… you’re not alone. Tracking crypto trades, swaps, staking rewards, and DeFi earnings can feel like trying to untangle […]

6 Ways to Protect Your Home From a Lawsuit

6 ways to protect your home from a lawsuit

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 […]

What is a COPE for Asset Protection?

whas is a cope for asset protection?

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.

How to Sell Your Business: What Every Owner Needs to Know Before Exiting

Selling business shaking hands

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 […]

Pay Your Taxes by Credit Card and Score Some Points!

pay your taxes by credit card and score points

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.

Last-Minute Contributions and Deductions Before April 15th

tax calendar

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 […]