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The Entrepreneur’s Guide to Philanthropy: Strategic Giving During the Holiday Season
The holiday season is a time for gratitude, reflection and giving back. For entrepreneurs and high-net-worth business owners, this is also an opportunity to align your philanthropic efforts with your financial and legacy goals. By strategically planning your charitable giving,… Read Now >>
Year-End Tax Planning: Smart Strategies for Business Vehicle Purchases
November 12, 2024
As 2024 draws to a close, many business owners are seeking effective strategies to lower their tax liabilities. If you’re among those who could use more deductions this year and are considering a new business vehicle, there’s good news. You… Read Now >>
What Does the Interest Rate Cut Mean for Me?
October 22, 2024
When the Federal Reserve cuts interest rates, it’s meant to stimulate economic growth. However, the effects on your personal wealth and business investments can vary. Understanding how these changes impact borrowing, savings and investments can help you make strategic decisions… Read Now >>
How to Invest with an Election Coming Up
October 15, 2024
As the election approaches, market uncertainty tends to increase. It can be challenging to know the best moves to make with your investments. While it’s impossible to predict the exact impact of election outcomes on the economy, having a strategy… Read Now >>
The Entrepreneur’s Guide to Cash Flow Mastery
October 8, 2024
Cash flow is the beating heart of every business. This is why proper accounting is a major priority. Regardless of how innovative your products are or how fast your company is growing, poor cash flow management can cripple even the… Read Now >>
The Hidden Costs of Poor Bookkeeping
October 1, 2024
Entrepreneurs and real estate investors are often focused on building their businesses, expanding portfolios and maximizing returns. However, amid the hustle of running a business or managing multiple properties, one critical aspect often gets overlooked is accurate and up-to-date bookkeeping.… Read Now >>
The Pros and Cons of Investing at Market Highs
September 25, 2024
Investing in the stock market at or near all-time highs often raises concerns among investors about the potential for imminent declines. However, historical data provides a nuanced perspective on the outcomes of such investments. Here, we explore statistical market facts… Read Now >>
The Fed’s Role in Shaping Interest Rates and Market Expectations
September 17, 2024
The Federal Reserve’s decisions on interest rates play a crucial role in shaping market expectations and the economic outlook. Investors closely monitor the Fed’s policy statements and actions to gauge future interest rate trends and their potential impact on various… Read Now >>
5 Questions to Ask Your Mortgage Lender Before Signing
September 3, 2024
Before committing to a mortgage for your home purchase, it’s crucial to ask your lender key questions to ensure you fully understand the terms and conditions of the home loan. This due diligence can save you money and prevent future… Read Now >>
5 Reasons to Invest in Solar Panels
August 27, 2024
Investing in solar panels offers numerous financial and environmental benefits. It can be an attractive option for both individual homeowners and businesses. Beyond the overall cost savings on energy bills and tax advantages, solar panels contribute to long-term sustainability and… Read Now >>
The Impact of AI on Financial Planning
August 6, 2024
Artificial Intelligence (AI) is poised to revolutionize financial planning by enhancing data analysis, automating routine tasks and personalizing client experiences. With the assistance of AI, financial advisors can leverage vast datasets to gain deeper insights into market trends and individual… Read Now >>
What You Need to Know About IRS Form 5500
July 30, 2024
If your business offers employee benefits, you need to know about IRS Form 5500. It is an important compliance form with specific regulations and deadlines that should be understood when it comes to your company’s annual tax planning. What is… Read Now >>
The Entrepreneur’s Guide to Philanthropy: Strategic Giving During the Holiday Season
December 8, 2024The holiday season is a time for gratitude, reflection and giving back. For entrepreneurs and high-net-worth business owners, this is also an opportunity to align your philanthropic efforts with your financial and legacy goals. By strategically planning your charitable giving,… Read Now >>
Closing the Year Strong: Key Tax Strategies for Entrepreneurs Before 2025
December 3, 2024
As the end of 2024 approaches, high-net-worth business owners and entrepreneurs have a unique opportunity to maximize their tax savings and set the stage for a prosperous 2025. With proactive planning, you can minimize your tax liability, optimize deductions and… Read Now >>
7 Tax Strategies to Maximize Your Stock Portfolio in 2024
November 25, 2024
When it comes to your stock portfolio, the tax code offers opportunities to minimize your 2024 income taxes while maximizing your financial benefits. Understanding and applying these last-minute strategies can turn your portfolio into a tax-saving tool. Here’s how to… Read Now >>
Maximize Your Retirement Savings: 5 Steps to Take Before 2024 Ends
November 19, 2024
Time flies, and your retirement is now one year closer. As the December 31 deadline approaches, there’s still a window of opportunity to take steps that will help you strengthen your company’s retirement funding strategy before 2024 comes to an… Read Now >>
6 Key Benefits of Offering a Medical Plan for Small Businesses
November 6, 2024
If you’re a small business owner with fewer than 50 employees, you may know that current tax law doesn’t require you to provide a medical plan for your team. However, opting to offer one can bring significant benefits—not only to… Read Now >>
