Image
If you’re wondering whether taking a qualified charitable distribution (QCD) is a wise financial move for you, then you’re in the right place. read more.
Featured image placeholder
Here is a handy cheat sheet of tax deductions for the self-employed. This comprehensive list of business tax write-offs will help you determine whether you are taking advantage of all the tax saving opportunities available to you as a business owner. As always, we recommend working with your CPA to figure out which deductions you are eligible to take. Read read more.
Image
If you are self-employed or own a small business, then you may be wondering what retirement savings options are available to you. read more.
Image
In the following guide, we cover the key features of a Roth 401(k), explain how it’s different from a traditional 401(k), and point out which one we recommend. read more.
Image
An installment sale of your business is an advantageous way to avoid a huge tax bill and defer taxes to future years. read more.
Image
A donor-advised fund is an excellent way to give to charities you care about. In the following guide, learn everything you need to know about charitable giving with a donor-advised fund, including how it works, what benefits it includes, and the differences between a donor-advised fund and a private foundation. Keep reading to learn more.  read more.
Image
Deferred compensation plans are great tools to help you save for retirement and build wealth. In the following guide, we will look at the differences between qualified and non-qualified deferred compensation plans, including benefits and drawbacks of each, so you can decide which plan is right for you. Read on to find out more.  read more.
Image
If you invest in real estate, then you will want to consider using cost segregation as a tax savings strategy. read more.