Part 1: Tax Planning for the OBBB: How the New Tax Act Can Benefit Business Owners

After months of waiting, clarity is finally coming. The tax and spending package unofficially known as the “One Big Beautiful Bill” Act (OBBB) has been

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Financial Planning for Lawyers

As a financial advisor, you probably work with people across a ton of different professions, right? From lawyers and doctors to business owners and CEOs,

A Surprising Niche You Could Fill

When you sink your teeth into understanding the unique needs of one specific niche market, you have the potential to significantly increase your income because

How To Become Your Clients’ Trusted Business Advisor

The off-season can be very stressful for seasonal tax professionals. This month we want to relieve some of that stress by sharing some great ways

How To Turn Your Business Into A Temporary Staffing Agency

Today, we want to follow up last week’s post on renting out your office space by discussing a different type of “subletting.” If you hire

Financial Planning For C-Level Executives

Today, we’re going to talk about financial planning for C-Level Executives. A C-Level Executive’s collective earning potential can easily hover around $500,000 annually. In addition

Financial Planning For The Medical Profession

This month we’re taking a closer look at a few types of people who frequently hire financial advisors, and how to take their unique needs

10 steps for creating successful strategic alliances with professionals other than CPAs

This week we’re going to discuss strategic alliances. We know you’re already well aware of the benefit of cultivating these alliances with CPAs but now