Knowledge Center
We want to empower you to make financially forward decisions and equip you with the tools to do so! In addition to working with our team, you can leverage this library of knowledge to accelerate your financial objectives.
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Prepare for Resilience with a Business Continuity Plan
Companies can protect employees, safeguard data and recover costs through a business continuity plan. This plan reduces losses and speeds up recovery.
7 Year-End Tax Planning Tips for Individuals
As the holidays approach, it’s time to consider tax planning moves that will help lower your 2024 taxes, as well as set you up for tax savings in future years. Here are seven year-end tax planning ideas to consider.
Tax-Saving Moves Businesses Should Consider Before Year End
Now is a good time to consider year-end moves that can help reduce your business’s 2024 taxes. The effectiveness of a particular action depends on the circumstances of your business. Here are several possibilities.
4 Main Drivers of Tax Savings
Understanding these 4 tax-saving drivers will help you make tax-smart decisions over time, including moving money into tax smart investments and creating liquidity via debt financing. Here's the key drivers that will change how you think about your money!
Home Office Allocation if Not Exclusive?
If you use part of your home for storage of inventory or product samples, you can deduct expenses for the business use of your home without meeting the exclusive use test. However, you must meet all the following tests.
Just Write-Off Your Personal Chef
Why is this bad advice? There’s two sections of the tax code this will run afoul of - 162 and 262.