Blog
5 Tax Strategies the Ultra-Wealthy Use to Build Massive Wealth (And How You Can Too)
Ever wondered how the ultra-wealthy pay little to no taxes while building massive fortunes? It’s not about loopholes or luck—it’s about smart, legal strategies that leverage the tax code. The best part? These aren’t exclusive to billionaires. If you’re a business...
How AI Accounting Tools Can Save Your Small Business Time and Money
Running a small business is no small feat. Between managing clients, overseeing operations, and keeping the books in order, it’s easy to feel overwhelmed—especially when it comes to small business accounting. For years, accounting has been a time-consuming, manual...
2025 Financial Checklist: Must-Know Tips for Small Business Owners
Running a small business is no walk in the park. Between keeping clients happy, managing expenses, and dealing with the IRS, it can feel like you’re pouring your heart into your work just to hand over a huge chunk of your profits to Uncle Sam. As the year...
The IRS WANTS You to Pay Less Taxes—Here’s the Secret They Don’t Advertise
The IRS WANTS You to Pay Less Taxes—Here’s the Secret They Don’t Advertise, just like the wealthiest people do? No shady loopholes, no risky schemes—just smart tax strategies hidden in plain sight, written directly into the tax code. Most people overpay on their...
The Insurance Crisis No One is Talking About with Guest Van Carlson
The insurance industry is undergoing a seismic shift. Rising premiums, reduced coverage, and increasing risks are leaving business owners vulnerable. Whether it’s natural disasters, cyber threats, or supply chain disruptions, the traditional insurance model is...
Burnout & Bad Business: Why My Dad’s Work Style Was a Warning
In today's fast-paced digital world, personal branding is no longer a luxury—it's a necessity. Whether you're a job seeker, entrepreneur, or industry professional, having a strong personal brand can open doors to new opportunities and set you apart from the...
Made in America = Lower Taxes? The Truth About Trump’s New Tax Agenda
Lower Taxes - Running a small business is a thrilling adventure, but let’s be honest—it comes with its fair share of financial headaches. While you focus on growing your brand and keeping customers happy, financial missteps can sneak up and cause long-term damage....
Stop Settling for Peanuts: The Tax Hack Your CPA Isn’t Telling You About
Tax Hack Your CPA - Running a small business isn’t just about passion—it’s also about making smart financial decisions that keep you afloat and growing. Whether you're just starting out or have been in business for years, understanding how to manage your finances...
From VP to CEO: Lessons on Building a Thriving Business from Scratch with Guest Dr. Annie Cole
Starting a business is often portrayed as an exhilarating journey filled with fast growth and financial freedom. But the reality? It’s tough. It requires resilience, strategy, and most importantly—financial awareness. I recently had the pleasure of interviewing Dr....
99.5% of Tax Laws Are Written to Help You—Here’s What CPAs Won’t Tell
Tax Laws Are Written - What if I told you that the U.S. tax code is actually designed to benefit you, not to drain your hard-earned money? It’s a truth that not enough business owners, entrepreneurs, and investors fully understand. The reality is, 99.5% of tax laws...
Tax Evasion Nightmares: Celebrity Scandals and What You Must Avoid
Tax season often brings a mix of anxiety and responsibility for individuals and businesses alike. One of the most misunderstood topics in the world of taxes is the distinction between tax avoidance and tax evasion. While the former is a legal strategy to minimize...
The One Mistake Keeping Your Business from Explosive Growth in 2025
As we step into 2025, many of us have big goals for our businesses. Whether it's scaling to new heights, expanding our services, or simply creating more balance, there’s one key strategy that could make all the difference: delegation. I know what you might be...
Private Equity Takeover Shocker: What Bench Accounting’s Fall Means for You
2024 ended with a jarring surprise for many small business owners: the abrupt closure of Bench Accounting on December 20th. As one of the most recognized online bookkeeping services, Bench’s shutdown left countless customers scrambling to access their financial...
Part 2: Your CPA Might Be Working Against You – Here’s How to Tell
CPA Might Be Working Against - As a business owner, your relationship with your CPA or tax professional can be a game-changer. Yet, many entrepreneurs don’t realize that their CPA’s approach can either maximize their tax savings or leave money on the table. In this...
Part 1: Your CPA Might Be Working Against You – Here’s How to Tell
Have you been told that your biggest expense as a business owner is payroll? Many of us have. And while wages are undeniably a large line item, they’re not actually your biggest expense. In fact, it might surprise you to learn that the most significant drain on...
