Many, many business owners go to work each week with uncertainty about how things are going. They’re not sure how much cash is in the account, or when more will be coming or going. They’re…
Read More
Self-Employed Tax Deduction Cheat Sheet
A common thread among business owners that we work with in our financial planning firm is that basically everyone wants to minimize taxation. While we should all pay our fair share, there’s no reason to…
Read More
How to Use the Back Door Roth IRA in 2023
The appeal of a Roth IRA is easy to see: any money you put into the account now will grow tax free for the rest of your life. Not only that – unlike tax deferred…
Read More
Weighing the Pros and Cons of Selling Your Business
Selling your business may feel like a daunting prospect, and doing so successfully takes substantial time and energy. But selling your business can also offer a host of benefits. Being such a large decision, you’re…
Read More