Post-Tax Season Money Moves: Proactive Strategies to Reduce Next Year’s Tax Bill
If you were caught off guard by your tax burden this year, now can be a great time to take steps to proactively reduce next year’s tax bill.
Taxes
5 Tips for a Smooth 2023 Tax Season
The 2023 tax season is officially here, which means most taxpayers will be filing their tax return within the next month. Here are five steps you can take to help ensure the process goes as smoothly as possible this year.
2022 Year-End Financial Planning Checklist
With the new year approaching, consider checking these financial to-dos off your year-end financial planning checklist before it’s too late.
7 End-of-Year Tax Planning Tips for Small Business Owners
To avoid overpaying Uncle Sam and preserve more of your hard-earned income, consider these end-of-year tax planning tips for 2022.
5 Estate Planning Moves to Make Before Selling Your Small Business
It’s crucial as a business owner to identify opportunities and minimize risks when selling your small business. In this article, we’re sharing five estate planning tips for business owners to consider before exiting your small business.
5 Habits That Can Help You Retire a Millionaire
These five habits can help you retire a millionaire without relying on proceeds from the sale of your business to fund your retirement.
Can an ESOP Benefit Your Business?
As a business owner, you’re constantly balancing competing objectives. The good news is there’s a solution that can help you achieve multiple business goals concurrently.
Financial Planning Basics for Entrepreneurs
No matter what type of business owner you are—from freelancer to franchise owner—understanding these financial planning basics for entrepreneurs can help you overcome the various obstacles you’ll face along your path to financial freedom.
2020 Tax Strategies For Small Business Owners
Certain tax strategies for small business owners can help minimize what you owe. So if this is the first time you’ve thought about your taxes all year, don’t worry. Here are a few ideas that may help lower your 2020 tax bill.
6 Financial Best Practices To End The Year Right
If 2020 has left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill, you’re not alone. Thankfully, with two newly approved coronavirus vaccines and others in the works, there’s hope that our load will be lightened in 2021. In the meantime, it’s always best to focus on the things we …
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The Seven Step Exit Planning Process
There is a “recipe” for creating a successful intergenerational transfer. It isn’t the only recipe that works, but because it depends on six carefully chosen ingredients, its chances for successful completion are greater than others. If any of the following six ingredients is compromised, or worse still, missing, the result will change. Ingredient 1: Parents must …
Act before year end to minimize your tax burden.
Some people think they can wait until March to worry about taxes. Wrong. The end of the year is a perfect time to make some last-minute efforts to reduce your tax burden. Advice this year is a little different, as no one is quite sure what 2019 will bring from a tax code perspective. Things may …
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