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Insights

New year, new rules:  What to know about IRS changes taking effect this month

New year, new rules: What to know about IRS changes taking effect this month

The IRS and Congress have enacted tax law changes and regulatory updates that take effect this month and will impact individual taxpayers, employers, retirement plan sponsors, and businesses of all sizes. From tax filing to retirement planning, here are a few key things you should know about what’s new this year.
It’s time! What to prepare for tax year 2025 filing

It’s time! What to prepare for tax year 2025 filing

Whether you’re an individual taxpayer or business owner, preparing early for tax time can reduce delays, minimize errors, and help your tax pros do their best work on your behalf. Our team has put together a practical guide to get you started on the right foot this tax season, including key deadlines, commonly required documents, and planning considerations.
Buying back your time: everyday outsourcing

Buying back your time: everyday outsourcing

Smart outsourcing isn't about luxury - it's strategically identifying tasks that drain mental bandwidth without delivering value, from meal prep and household management to admin work and scheduling. The key is starting small with fractional support, establishing clear systems, and focusing delegation on areas where you procrastinate or that create decision fatigue. By protecting what only you can do and handling the rest, you create more space for higher-impact work and reduce daily friction.
IRS grants employers penalty relief for 2025 tip and overtime reporting

IRS grants employers penalty relief for 2025 tip and overtime reporting

The IRS is offering penalty relief for 2025 as employers struggle to comply with new reporting requirements for tips and overtime pay under the OBBBA. While businesses won’t face penalties this year for failing to separately report qualified tips, overtime compensation, and occupation codes, this transition period is explicitly temporary—and smart employers will use it to prepare for full compliance in 2026.
The rise of concierge medicine: is it worth the premium?

The rise of concierge medicine: is it worth the premium?

Concierge medicine offers a more personalized healthcare experience with longer visits, faster access, and fewer patients per doctor, but it comes at a premium. For busy professionals and families, the real question is whether it aligns with your health goals and lifestyle. Here’s what to consider before making the switch.
Practical strategies for managing a sudden financial gain

Practical strategies for managing a sudden financial gain

Are you equipped to handle a sudden financial gain? Learn four steps you can take to navigate tax planning and potential tax burdens associated with a financial windfall.
Year-End Tax Planning: Last-Minute Tactics for Cash-Based Businesses

Year-End Tax Planning: Last-Minute Tactics for Cash-Based Businesses

For small businesses using cash-based accounting, the next few weeks present valuable opportunities to manage taxable income and reduce 2025 tax liability.
New Year’s Resolutions for Small Business Owners

New Year’s Resolutions for Small Business Owners

Thoughtful financial resolutions can help businesses improve cash flow, boost profitability, and weather unexpected headwinds. Here are some New Year’s financial resolutions to guide small business owners into 2026 with confidence.
Raising financially savvy kids

Raising financially savvy kids

Financial literacy starts early, and families that treat money as a life skill, not a taboo topic, often raise more confident, capable decision-makers. From introducing real responsibility to modeling values-based spending, here’s how parents are helping their kids build lasting financial judgment.
Hiring your child: tax perks and potential pitfalls for families in business

Hiring your child: tax perks and potential pitfalls for families in business

Hiring your child in your business can offer powerful tax advantages while teaching financial responsibility and supporting long-term wealth planning. Learn how to structure it properly, avoid IRS pitfalls, and make the most of this overlooked family strategy.
From holiday rush to year-round growth: turn seasonal shoppers into loyal customers

From holiday rush to year-round growth: turn seasonal shoppers into loyal customers

The holiday season offers more than a revenue spike for business owners; it’s a unique window to build lasting customer relationships. Let’s explore how to align your messaging with the shopper mindset, position your offers, leverage multi-channel reach, and convert one-time buyers into loyal customers while keeping your operations strong.
Structuring the workday: lessons from ultra-productive CEOs

Structuring the workday: lessons from ultra-productive CEOs

Ultra-productive CEOs structure their days to protect focus, reduce decision fatigue, and create time for what matters most. Their routines aren’t one-size-fits-all, but they do reveal patterns worth borrowing. A small shift in your day might lead to a big difference in how you lead.
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