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June 22, 2024

Hiring Your Kids

If you run a sole proprietorship, hiring your kids to work in your business has several tax advantages. First, make sure the work they are doing and the wage you are paying them is reasonable.

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June 15, 2024

2024 Tax Planning

Congrats! You just finished paying your 2023 taxes! Now is the perfect time to get started on tax planning for 2024.

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June 8, 2024

The Profit First Method

The Profit First Method is a way to transform your business by separating profit from your income first, and then paying expenses after. This ensures you are reserving enough cash to pay yourself and creating a cushion for expansion, taxes, a slowdown in income, or unexpected expenses.

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June 6, 2024

Financial Habits

40% of your daily actions are habits, not decisions!

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June 1, 2024

The Tax Hack Every Investor Should Know

IRS Code 852(b)(6) is the greatest tax hack that every investor should know.

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May 25, 2024

Passive Income Vol. 4: Bond Ladders

Bond ladders are a series of fixed income investments with different maturity dates. Over time you will receive interest payments, usually semi-annually, as well as your initial investment at maturity.

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