Tag: Tax Planning Season

The best business strategy discussions and plans don’t wait for quarterly meetings; strategy often gets treated like something formal but most business decisions don’t happen in those settings. They happen in between: during conversations, quick calls, small choices that don’t feel strategic at all. That’s where direction is actually shaped. Strategy works better when it stays close to that rhythm instead of sitting outside it. So…….if you have something on…  Read more

Another great question! 🎯 and of course we say “it depends” and “it’s not quick or easy”  when you do things right, we may find opportunities during our tax planning strategy meetings to help you work through your exit strategy in the most tax advantaged way. isn’t just for Silicon Valley startups — Section 1202 Qualified Small Business Stock (QSBS) can also be a high-impact planning tool for small business owners, medical practices…  Read more

Tax season tends to bring stress for many individuals and small business owners. The looming deadlines, piles of documents, and fear of making a mistake can often feel overwhelming. Tax season is like a bear emerging from hibernation—a little grumpy and a lot hungry for your time and attention. But it doesn’t have to be that way! With a pinch of preparation, a dash of humor, and our team’s expert…  Read more

It’s Friday and the start of Memorial Day Weekend – Reminder that although this weekend may be the unofficial start of the summer for many of us, however, it‘s significance is actually in remembrance and thanks to our brave soldiers and war heroes: Thank You for Your Service!   You are very much appreciated and not forgotten.  Thanks to those who defend our country we are able to go about our lives,…  Read more

Congratulations to the new graduates 🎓and their families.  I’ve been hearing about the great trips up to school for celebrations and packing marathons.  I remember those days and how we helped empty the dorm rooms of all that “stuff”.   I am sure more trips and celebrations are planned for this weekend and the rest of May, enjoy! Some weeks and days the weather just doesn’t cooperate but it’s nice to…  Read more

I am just back from a much-needed vacation and elbow deep in work once more.  In our office we hold weekly huddles where we discuss ongoing tax planning projects, tax resolution work, and those ever-present upcoming deadlines. Just yesterday we worked up our 90 Day action plan which focused on completing all in-house business, trust and personal tax returns so we can file for refunds for our clients AND clear…  Read more