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…

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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…

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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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For high-earning W-2 employees, finding effective ways to reduce income tax can be challenging. Many traditional deductions are capped or phased out at higher income levels, leaving fewer options for meaningful tax savings. However, one powerful strategy you might not have considered is investing in oil and gas. This unique approach not only offers potential…

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The Augusta Rule, named after the famous golf tournament in Augusta, Georgia, is one of the most powerful tax-saving strategies available for business owners. It allows you to rent out your personal residence to your business for up to 14 days per year, without having to report the income on your personal taxes. But to…

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When planning for retirement, Social Security is often top of mind. However, there are a lot of misconceptions out there about how to maximize your benefits. In my latest YouTube video, I break down the most common myths and offer strategies to help you make the most out of your Social Security benefits. Myth 1:…

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