Articles on insight & strategy

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August 1, 2024

Decrease Social Security and Medicare Taxes

Three solutions to get out of the scratch off lottery we call social security and medicare taxes

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July 1, 2024

Exceptions to the 10% Penalty

Here are 15 ways to avoid the penalty when accessing retirement funds

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January 1, 2024

BOI Reporting to FinCEN

Maintain compliance and support the government in their effort to combat financial crimes via BOI reporting

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February 1, 2024

Estimated Tax Penalties Suck

Strategies on low-hanging fruit to avoid estimated tax penalties

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March 1, 2024

Depreciation is awesome, but so is ice cream

Strategically choosing between immediate tax deductions and long-term benefits can optimize your tax outcomes

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April 1, 2024

Retirement Options for Your Small Business

Two simple plays to build your nest egg and stiff arm Uncle Sam in the process

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May 1, 2024

Work Opportunity Tax Credit

The often overlooked $2,400 benefit for hiring certain employees

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June 1, 2024

Cost Segregations - When to do it?

Best time to perform a cost segregation study is the same year you buy, build or remodel

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Robert Whittley

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