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Consulting

fractional CFO vs Accountant
Accounting | Consulting

How Are Fractional CFOs Different from Accountants?

February 26, 2025February 26, 2025

Imagine your financial team as a movie production. Accountants are like the editors—they piece together everything that’s already been shot, ensuring the final cut is…

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Fractional CFO
Accounting | Consulting | Tax

What is a Fractional CFO (and Do You Need One)?

February 12, 2025February 13, 2025

Managing your business’s finances can feel like trying to assemble a puzzle without all the pieces. That’s where a fractional CFO comes in—someone who helps…

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Tax aspects to closing a business
Accounting | Consulting | Tax

Tax Checklist for Closing Your Business

May 22, 2024May 22, 2024

If you’ve decided to close a business, it’s important to take care of your Federal tax obligations. Company owners can mistakenly think that because the…

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Multi-Generational Wealth Transfer
Consulting | Trust/Estate Planning

Passing the Torch Without Burning Bridges: Avoiding Wealth Transfer Pitfalls

April 10, 2024October 23, 2024

The greatest wealth transfer in history is underway, marking a pivotal moment for families at the crossroads of legacy and the future. Yet, passing on…

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Limited Partnership
Accounting | Consulting

Limited Partnerships: A Smart Choice for Your New Business Endeavor

January 17, 2024January 17, 2024

Control Meets Collaboration with a Strategic Advantage for Entrepreneurs and Investors When starting a new business venture, choosing the right structure is a decision that…

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succession exit planning business owner
Accounting | Consulting | Tax

Every Business Owner Needs an Exit Strategy: Navigating Succession Planning

January 10, 2024October 23, 2024

As a business owner, your journey doesn’t just involve launching and growing your enterprise; it also includes planning for the day when you will step…

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Cannabis Business Financial Foundations
Accounting | Cannabis | Consulting

The Financial Foundations of a Thriving Cannabis Business

November 15, 2023October 23, 2024

Navigating the ever-expanding cannabis industry can be as exhilarating as it is challenging. Whether you’re just stepping into this world as a new licensee or…

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Giving To Donor-Advised Funds
Accounting | Consulting | Tax | Trust/Estate Planning

Innovative Giving: Exploring the Flexibility of Donor-Advised Funds

November 8, 2023November 8, 2023

Secure Your Tax Benefit Now and Guide Charitable Efforts Tomorrow Making a large charitable donation can be both a generous gesture and a strategic financial…

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IRAs: Secure Your Tomorrow
Consulting | Tax | Trust/Estate Planning

Secure Your Tomorrow: How IRAs Can Shape Your Retirement

October 18, 2023October 23, 2024

Mapping out your financial future is a necessity, and it’s important to make it a priority now. Without proper planning, the path to retirement can…

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Keeping Life Insurance Out of Your Estate
Consulting | Trust/Estate Planning

Life Insurance Benefits: How to Avoid Estate Taxes

October 11, 2023October 23, 2024

For many, life insurance is a practical safeguard, promising to support loved ones in the event of untimely passing. However, the complexities of estate tax…

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Personal Residence Trusts
Consulting | Trust/Estate Planning

Passing Down the Family Home: A Tax-Savvy Approach with QPRT

September 20, 2023October 23, 2024

The family home, often steeped in memories, is more than just a piece of real estate. So when the time comes to pass it down…

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Litigation Support Accounting
Accounting | Consulting

Litigation Support Accounting: Unraveling the Complexities of Financial Disputes

September 13, 2023September 13, 2023

Every legal battle is fraught with complexities, and when money enters the fray, things can get even murkier. It’s in these scenarios that litigation support…

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Conservation Tax Benefit
Consulting | Tax | Trust/Estate Planning

Tax Saving Strategies for Nature Lovers: Conservation Easements and You

August 23, 2023October 23, 2024

Interested in helping to conserve land for public use or preserve an historic structure from real property that you own? If you feel a deep…

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529 Plans Tax Savings
Consulting | Tax

529 Plans Unveiled: Your Path to Tax-Free Education Savings

August 2, 2023October 23, 2024

When it comes to securing a quality education, the costs can sometimes feel overwhelming. That’s where 529 plans shine as beacons of financial relief. These…

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Missouri Medical Marijuana Tax Update
Accounting | Cannabis | Consulting | Tax

Missouri Marijuana 2023 Tax Update: Rays of Hope

July 26, 2023July 26, 2023

In a significant development for the cannabis industry, licensed marijuana businesses in Missouri are now permitted to bypass 280E for state tax filings. This new…

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Legit or Sham Trusts?
Consulting | Tax | Trust/Estate Planning

Unmasking Sham Trusts: A Closer Look at Tax Evasion Dangers

July 19, 2023October 23, 2024

Estate planning and tax optimization go hand in hand, enabling individuals to secure their financial future while minimizing tax liabilities. Amidst the realm of legitimate…

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Valuation Demystified
Accounting | Consulting | Trust/Estate Planning

Valuation Demystified: Navigating Finance with Expert Insights

June 28, 2023October 23, 2024

Valuation is a crucial aspect of finance and investment, providing insights into the worth of a business or an asset. In the world of finance,…

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Smart Estate Planning: Utilize a Life Insurance Trust to Reduce Tax Burden
Consulting | Trust/Estate Planning

Smart Estate Planning: Utilize a Life Insurance Trust to Reduce Tax Burden

June 21, 2023October 23, 2024

Estate taxes can quickly erode the value of even a modest estate, leaving your beneficiaries with a fraction of what you intended to pass on….

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Protect Your Finances in a Disaster
Accounting | Consulting | Tax

Secure Your Financial Future: Recommendations for Disaster-Proofing Your Finances

May 17, 2023September 25, 2024

Natural disasters can wreak havoc on your life and finances. With mudslides, landslides, severe storms, and tornadoes already happening this year, it’s important to be…

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Navigating Divorce with a Financial Expert
Consulting | Tax

Navigating Divorce: The Value of a Financial Expert in Marital Dissolution

May 3, 2023October 23, 2024

Marital dissolution, or divorce, can be a complicated and emotional process that can impact both parties involved, their children, and their finances. A financial expert…

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budgeting basics
Consulting | Trust/Estate Planning

Budgeting Made Easy: How to Transform Your Financial Life Today

April 19, 2023April 19, 2023

Do you ever find yourself wondering why you can’t seem to get ahead financially? Are you tired of living paycheck to paycheck and never being…

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IRS Cannabis Audit Methods
Cannabis | Consulting | Tax

What to Expect During IRS Cannabis Audits

February 8, 2023March 8, 2023

Cannabis Audit Procedures Revealed in Confidential IRS Document It’s been documented that the IRS looks closely at cannabis businesses. We’ll take a look at the…

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social security benefits taxes
Consulting | Tax

Are Your Social Security Benefits Taxed?

December 22, 2022March 8, 2023

Social security income is taxed differently than the income you may have earned during your career. Whether you pay income tax on social security depends…

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Installment Sales
Accounting | Consulting | Tax

Installment Sales: Defer Taxes, Attract Buyers

June 8, 2022October 23, 2024

With escalating prices and the era of COVID-19, Installment sales may be a good way to attract buyers even if they don’t the ability to…

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