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.
tax planning
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.
5 Estate Planning documents Everyone Needs
There are certain estate planning documents everyone should have, regardless of their age, stage of life, or net worth.
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.
Episode 46: 3 Financial Best Practices For Small Business Owners
Brett shares three financial best practices for small business owners–specifically, entrepreneurs who run a smaller business–to help you run a clean, efficient small business that is legal and well organized.
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.
Episode 41: Discounted Roth Conversions: Using a Down Market to Your Advantage
Discounted Roth conversions in a down market can be beneficial. But to make sense, the potential benefits must outweigh the cost.
4 Reasons Business Owners Need a Personal Financial Plan
Failing to separate your business from your personal assets can be problematic in the long run. In this article, we’re sharing four reasons why business owners need a personal financial plan.
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.
Choosing the Right Self-Employed Retirement Account
If you need to select a self-employed retirement account, this guide can help you decide which option is right for you.
Episode 32: How to Maximize Profits While Working Fewer Hours with Matt Hudgins
In this episode, Brett interviews Matt Hudgins. As a financial business coach and co-founder of the ProfitabilityMD Podcast, Matt helps business owners grow revenue, increase cash flow, eliminate taxes, and prepare to “Retire IN” their business and free up more valuable time.