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The Two Tax Torpedoes High-Earning Owners Must Watch Out For

High-earning practice and business owners often face hidden tax traps—what we call “tax torpedoes.” These “torpedoes” often strike whenever income crosses certain thresholds, which can suddenly...

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The 'One Big Beautiful Bill' Act Overview

The signature Republican mega legislation has a very appropriate nomenclature, as it combines taxing and spending across a broad range of issues. While the ultimate cost of the bill and the political...

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Elements of a Financial Plan for New Dentists

Let’s walk through the fundamentals of a financial plan for a new dentist

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Why is it hard to save money?

Let’s face it. Saving money is HARD. I talk about the emotional journey and mathematics behind saving for your goals.

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April 2025 Market Update

I would like to touch on the recent market fluctuations and explore strategies for maintaining a composed and thoughtful reaction.

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Securing Your Financial Future: Essential Cybersecurity Practices for Everyone

Fortify Your Financial Future: Essential Cybersecurity Practices for the Digital Age In our increasingly interconnected world, safeguarding your financial information is more critical than ever. As a...

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My Three Favorite Phone Apps to Scan Your Tax Documents This Season

Simplify Your Tax Season with JE Simmons and Company: Discover the Best Document Scanning Apps

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Delayed Again:  BOI Reports Not Required While Court Cases Proceed

We are following up on developments mentioned in our December 24th blog regarding BOI reporting requirements and changes to the deadline.

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Urgent Update:  BOI Reports Now Due January 13 for Most Reporting Companies

Beneficial ownership information reports are now due January 13th for most reporting companies.

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A Sweet Tax Strategy: Double Dipping on Tax Savings for Charitable Giving

Imagine biting into a fried OREO® cookie - that crispy, sugary exterior giving way to the creamy center. Now, picture a tax strategy that's just as deliciously layered. Welcome to the world of...

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