Big Changes Ahead: SALT Deduction Rising in 2025
Big Changes Ahead: SALT Deduction Rising to $40,000 in 2025 Did you know the SALT (State and Local Tax) deduction is getting a major increase starting in 2025? For many taxpayers, this is a big deal. Let’s break it down. A Quick Look Back In 2018, the Tax Cuts and Jobs Act nearly doubled the […]
Depreciation Isn’t Always the Best Move for Your Business
Why Taking More Depreciation Isn’t Always the Best Move for Your Business When it comes to tax planning, depreciation is one of the most powerful tools business owners have. In my last two posts, I talked about bonus depreciation vs. Section 179. Both strategies let you deduct the cost of fixed assets more quickly, reducing […]
📊 Big Beautiful Tax Bill: Part 1
The Big Beautiful Tax Bill is making waves — and if you’re a small business owner, self-employed, or even a high-earning W-2 employee, the changes coming in 2025 could directly impact how much tax you owe (or save). In this first video of our new tax series, we’re digging into two major updates:✅ New tax […]
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 […]
Annuities 101: How They Work & If They’re Right for You!
When people hear the word annuity, it often triggers a strong reaction—and not always a positive one. But like many financial tools, annuities have evolved. And if you’ve been hearing mixed messages about whether annuities are a smart move for your retirement, you’re not alone. I recently sat down with financial strategist Pete Catalano to […]
8 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: […]