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Starting the Year Right: Year-End Tips for Small Business Success
As 2024 comes to a close, it’s time to set your business up for success in 2025. Year-end planning is essential for ensuring your finances, goals, and operations are on track. Whether you’re a seasoned entrepreneur or a small business owner just starting out, these tips will help you close the year strong and build…
Read More8 Year-End Tax Planning Strategies
As the year wraps up, small business owners have a golden opportunity to take action and reduce their tax burden for 2024. Planning ahead can mean the difference between overpaying on taxes or maximizing deductions to keep more money in your pocket. Here are 8 essential tax planning strategies to implement before the year ends:…
Read MoreRoth IRA vs IUL: Which Is Right for Your Financial Future?
When it comes to planning for your financial future, there’s no one-size-fits-all solution. Two popular investment options often compared are the Roth IRA and the Indexed Universal Life Insurance (IUL) policy. Each has unique advantages and limitations and understanding these can help you make an informed decision. In this blog post, we’ll explore the pros…
Read MoreUse Business Credit Card Rewards for Tax-Free Family Vacations
As a small business owner, you’re always looking for ways to make the most of your hard work and resources. One often-overlooked opportunity lies in your business credit card rewards. Did you know that these rewards can be used for personal family vacations—and the best part? They’re not taxable! In this blog post, we’ll explore…
Read MorePaying Grandchildren and Tax Savings
As a grandparent, you might think your options for supporting your grandchildren are limited to gifts or contributions to savings accounts. But did you know you can pay your grandchildren for work they do—and enjoy tax benefits while teaching them valuable life skills? In my latest YouTube video, I explain how paying your grandchildren can…
Read MoreHow to Pay Family Members Part 1 – Spouse, Adult Kids, and Minors
Are you thinking about paying family members as part of your business strategy? While it’s an effective way to involve your loved ones in your business, there are some essential guidelines to follow to make sure you’re doing it right. In my latest YouTube video, I dive into the dos and don’ts of paying family…
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