Partnering with small businesses to achieve financial success. I’m passionate about financial strategy, growth, and optimizing numbers to work for you.
Economic uncertainty is challenging small businesses. Learn how owners are protecting cash flow, controlling costs, and staying resilient.
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If your withholding is insufficient or you receive income without tax withholding, you may need to make an estimated tax payment by June 15.
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Starting a business? Certain start-up and organizational costs may qualify for immediate tax deductions and long-term amortization. Learn what qualifies.
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Repaid income that was taxed in a prior year? Learn how the Claim of Right doctrine may provide tax relief through a deduction or tax credit.
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Learn when foreign travel expenses are deductible, how business and personal days are counted, and what records are needed to support the deduction.
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The combination of HSAs and HDHPs can be a good option to empower consumers with greater control over their healthcare spending with tax advantages.
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The IRS is successfully challenging aggressive tax strategies using the economic substance doctrine. Learn what recent cases mean for your business and tax planning.
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A federal court ruling may allow refunds for certain COVID-era IRS penalties and interest. Learn who may qualify before July 10, 2026.
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The U.S. penny is being phased out. Learn how rounding, pricing strategy, and payment trends could impact your business—and what to do now.
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Section 529 plans are a powerful financial tool designed to encourage saving for future education costs in a tax-advantaged manner.
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A former NBA executive was sentenced for embezzling millions. Here's what the case reveals about internal controls and business risk.
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Struggling with slow-paying clients? Learn how to protect your cash flow, improve collections, and get paid faster with smarter payment terms and systems.
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Learn how OBBBA changes opportunity zone investments after 2026, including new deferral rules and the return of the 10% basis step-up.
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Most business owners track revenue but miss what matters. Learn 3 key metrics to monitor monthly to improve cash flow, profitability and growth.
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Crowdfunding can be a great way to raise money, but it may have tax consequences. Learn what could be taxable and what to watch for.
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Learn how the pass-through entity elective tax (PTET) may help bypass SALT limits and reduce federal taxable income for eligible business owners.
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Rising gas prices in 2026 may impact business mileage deductions. Learn when the actual expense method may provide better tax savings.
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