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Tax and planning notes for business owners
What we write about between meetings. Practical, specific, and aimed at the decisions owners actually face.
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Everything we've published
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Grouped rather than dated, because most of it is evergreen. Anything tied to a specific filing year says so in the title.
Tax and filings
Property Sale Tax Planning: How to Prepare for the Tax Impact
The 12-Month Tax Planning Calendar for Business Owners (What Actually Happens Each Quarter)
QCDs: Maximize Charitable Giving and Tax Efficiency
The Backdoor Roth IRA
Maximize Your S-Corp Health Insurance Deduction: A Step-by-Step Guide
The Two Tax Torpedoes High-Earning Owners Must Watch Out For
The 'One Big Beautiful Bill' Act Overview
My Three Favorite Phone Apps to Scan Your Tax Documents This Season
A Sweet Tax Strategy: Double Dipping on Tax Savings for Charitable Giving
Unlocking the Benefits of an HSA: What You Need to Know
Maximize Your Tax Savings: My Favorite Year-End Planning Strategies
Biggest Headlines in the SECURE Act 2.0
Tax Planning Strategies to Consider at Year End
Tax Update: The proposals in the American Families Plan
Dental practices
Business ownership and transitions
The Number One Thing Business Owners Forget to Check Before Selling
How to Value a Business Before You Sell
The Structure Matters: Choosing the Right One for Your Business
401k Plans: Understanding the Basics and Explaining the Benefits to Your Employees
Reduce Manual Work and Make your CPA Happy with These Features in QuickBooks Online
Planning and family
College Savings Options: A Practical Overview
Healthcare in Retirement – Retiring Early and Bridging the Gap to Medicare
Should a Trust Be Part of Your Estate Plan?
FAFSA Updates: Key Changes and Why Business Owners Should Apply
Why is it hard to save money?
Securing Your Financial Future: Essential Cybersecurity Practices for Everyone
Investing
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