Corporate Transparency Act (CTA) update
Thursday, February 13
Current requirements under the Corporate Transparency Act (CTA) and trust us, this has been a legal rollercoaster! BOI filing may be just around the corner. No need to file while the Injunction is in place. But things change fast, and it will probably have a new, tight, deadline. Fines are st...
My Small Business Health Quiz (Part 2)
Monday, February 10
"The question isn't who is going to let me, it's who is going to stop me.” - Ayn Rand Last week, I began asking you a series of questions, and I'd like you to consider the questions I'm asking thoughtfully. Please consider these six issues as you grow your business—they can sometimes catch you of...
My Small Business Health Quiz (Part 1)
Monday, February 03
"You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose." - Dr. Seuss The 'Small Business Health Quiz' is designed to help you evaluate the underlying foundations of your business moving forward. Many of our clients have already addressed (at le...
The Quickest Way to Build Wealth
Monday, January 27
1-Minute read (or less—this is quick!) The tax preparer you’ve used over the years has been pretty busy. So, you have to accept the tax returns they prepared. But you’ve always known they weren’t giving you any real advice. You’ve always known that you know much more about real estate than them. ...
HOW TO FAIL IN RETIREMENT: 5-Easy Steps
Monday, January 20
We often discuss our clients' plans for "settling down for retirement." Of course, there's so much that goes into these conversations. Today, I want to empower you with a clear strategy for saving for your sunset years. Having a well-defined plan can give you a sense of control and confidence as ...
Clearing Up Confusion About the "Offer in Compromise" Program
Tuesday, January 14
"Scar tissue is stronger than regular tissue. Realize the strength, move on." - Henry Rollins2024 is finally over, and we have a brand-new year ahead of us—and it feels pretty great. The year ahead is full of possibilities for you and your various pursuits, and we are privileged to blog about the...