Charitable Contributions & the QBI

Are you making charitable contributions through your S Corporation? You might be cutting into your QBI deduction without realizing it. In Part 4 of our Big Beautiful Tax Bill video series, we explain how charitable giving can unintentionally reduce one of your most valuable tax breaks. Here’s what every S Corp owner needs to know: […]

Family Office for Small Business Owners: Turn Your Business into a Wealth-Building Machine

When most people hear the term “Family Office,” they immediately think of ultra-wealthy families managing When you hear “family office,” you might think of billionaires managing private jets, real estate, and trusts—but you don’t need to be ultra-wealthy to benefit from one. In fact, a Family Office for small business owners is one of the […]

Tax Mistakes Small Business Owners Make

Running a small business is a rewarding journey—but it also comes with responsibilities that can make or break your financial future. One of the biggest stressors (and potential money pits) for business owners? Taxes. Tax mistakes are more than just innocent oversights—they can cost you thousands of dollars, lead to IRS penalties, and jeopardize your […]