Exciting News! After a lot of thoughtful consideration, I have sold my firm to Trio Finance LLC, effective July 10, 2026. This was not a quick decision, but one made with intention so I can continue serving you at a high level while also creating a more holistic...
If you thought 529 plans were just for college savings, think again. The One Big Beautiful Bill Act (OBBBA) has officially expanded what these powerful education savings accounts can do—and the new rules make them far more flexible for families, entrepreneurs, and...
If you earn tips as part of your income, the IRS just gave you a reason to celebrate. Starting in 2025, thanks to the One Big Beautiful Bill Act (OBBBA), qualifying workers can exclude up to $25,000 in tip income from their taxable earnings each year through 2028....
As we head into the final weeks of 2025, it’s time to take one last look at your books—and make sure you’re not leaving money on the table before the year wraps up. With the One Big Beautiful Bill Act (OBBBA) in full effect, there are several key strategies business...
If you’re self-employed, you already know the Solo 401(k) is one of the most powerful retirement planning tools out there. It allows you to contribute as both the employer and the employee—building retirement savings quickly while cutting your taxable income. Now...
