How to Conduct a Profitability Check (Before Growth Kicks Back In)

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Growth is exciting. New customers, higher demand, bigger opportunities — all of that feels energizing. But here’s the truth most business owners don’t realize: Growth can actually make your problems bigger if your profitability isn’t…

What Is Advisory — And Is It Right for You?

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Most people think their financial professional focuses on the past: last year’s tax numbers, last quarter’s profit, last month’s expenses. That’s the compliance world. It’s essential, of course. But it’s focused on what already happened. Advisory…

The New Year Money Reset: 7 Simple Decisions That Make 2026 Easier

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There’s something about the start of a new year that makes everything feel possible again. Fresh calendars. Clean notebooks. A sense that you can finally catch up, get ahead, or at least get organized. But here’s the truth most people don’t…

What To Do When You Get an IRS Notice (And Why You Don’t Need to Panic)

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There’s nothing quite like opening the mailbox, seeing an envelope with “Internal Revenue Service” printed on it, and feeling your stomach drop. Even people who are perfectly organized — even people who’ve done everything right —…

Understanding Designated Roth Accounts: Benefits, Contributions, Distributions, and Tax Implications

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Article Highlights: Introduction What is a Designated Roth Account? Benefits of Designated Roth Accounts Contribution Limits Catch-Up Contributions Reasons for Increased Limits Treatment of Distributions Tax Treatment …

How the One Big Beautiful Bill Act Transforms R&E Tax Strategies for Businesses

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Article Highlights: One Big Beautiful Bill Act What Constitutes R&E Expenses R&E Expensing– A Short History R&E Expensing After the OBBBA Domestic vs. Foreign Differentiation Options to Accelerate Expenses…

Tax Ramifications for Scam Victims

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Article Highlights: Transactions With a Profit Motive Eligibility Criteria for Profit-Driven Casualty Losses Profit Motive Type of Transaction Nature of Loss Application of IRS Guidance Some Not So Good Tax Ramifications …

Important January 2026 Due Dates

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January 2026 Individual Due Dates January 2 - Time to Call For Your Tax Appointment - January is the beginning of tax season. If you have not made an appointment to have your taxes prepared, we encourage you to do so before the calendar…

Year End Stock Strategies for Savvy Investors

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Article Highlights: Annual Loss Limit Navigating Wash Sale Rules Recognizing Year-End Gains and Losses Donating Appreciated Securities Managing Employee Stock Options Dealing with Worthless Stock Leveraging the Zero…

Smart Year-End Money Moves for Every Generation: From Gen Z to Boomers

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The end of the year always sneaks up faster than we expect. One minute it’s pumpkin spice season, the next you’re staring down year-end deadlines, open enrollment, and tax planning checklists. But here’s the truth: November and December…