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What is the Secure Act 2.0, and how will it impact you?

What is the Secure Act 2.0, and how will it impact you?

The Secure Act 2.0 was signed into law at the end of 2022, making significant changes to help Americans save more for retirement. It has important implications for business owners. This is a great example of a business advisory topic business owners should be trusting...

Business travel…what can you deduct?

Business travel…what can you deduct?

Now that the world is traveling again, here is exactly what you need to know about business travel deductions for tax compliance. First, let’s define ‘business travel’ for purposes of tax compliance. You are an employee or business owner who needs to leave your main...

From Doing Business To Building a Business

From Doing Business To Building a Business

By Glenn Harper, Julie Smith, and Kristin Taylor Retirement…  That often imagined state of bliss where work is a thing of the past and days are filled with hobbies, projects, vacations, and so much more.  Entrepreneurs have a unique set of needs when it...

What Entrepreneurs Lack but Need

What Entrepreneurs Lack but Need

Inspired by our recent podcast episode, ‘What Entrepreneurs Lack but Need,’ we wanted to dig a little deeper into what proactive trusted business advisors do for entrepreneurs. Your hats Being an entrepreneur often means wearing many hats.  When you first start...

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Entrepreneurial Success Formula: How to Avoid Managing Your Business From Your Bank Account