“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
How to Self-Direct my IRA or 401k

You may have heard that self-directed rules prohibit you from making the following investments:
How to write-off the cost of a Cruise?

Many taxpayers may think a Cruise ship is a great place to have their next “annual company meeting” or attend a conference. They may also think they can take a tax write-off for some education. Don’t get your hopes up. Have you noticed there aren’t many conventions and courses offered on Cruise ships anymore? In […]