Tax-Smart Retirement Planning for Business Owners
Key points Business owners have retirement plan options beyond standard IRAs. Solo 401(k)s, SEP IRAs, SIMPLE IRAs, and…
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Developing a Long-Term Financial Vision in Times of Uncertainty
Key Points You can’t eliminate economic uncertainty but can prepare by setting clear goals and building flexible financial…
Operating Budget vs. Capital Budget: What’s the Difference and Why It Matters
Key Points: Operating budgets manage short-term expenses like payroll and rent, guiding day-to-day business decisions and supporting cash…
SALT Deduction Expansion: What It Means for 2025–2029
Key Points: The SALT deduction cap will temporarily increase to $40,000 starting in 2025, creating short-term tax planning…
M&A Structure: Asset Sale vs Stock Sale
Understanding M&A Deal Structures When a business changes hands, how the deal is structured can have a significant…
Sales Tax Audits: What to Expect and How to Prepare
Understanding What Triggers a Sales Tax Audit For many businesses, sales tax compliance isn’t top of mind… until…
OBBBA 2025: How New Tax Rules Change Bonus Depreciation and Section 179
You’ve got capital to deploy before year-end, but the tax rules just shifted under your feet. The One…
How Much SALT Deduction Can You Claim in 2025?
Are you wondering if the new SALT deduction changes mean you should finally start itemizing your taxes again?Or…