Did You Know Donations Offer Tax Advantages?

Did You Know Donations Offer Tax Advantages?

🎄 December is a generosity season, and if you feel the need to make donations this year, you may be rewarded with tax advantages. If you donate to an organization that meets the requirements of section 170(c) of the tax code, you can deduct that charitable donation...
Busting BOI Report Myths

Busting BOI Report Myths

You’ve probably heard about BOI (Beneficial Ownership Information), but don’t quite know what it’s all about, or how it can affect your company. 🛑 Don’t worry, we’ll answer some of your questions here – let’s get started! 🔹...
Tax Saving Moves You Can Make Before the End of the Year

Tax Saving Moves You Can Make Before the End of the Year

🔎 Tax Day may still be months away, but there are many steps you can consider before then that will help manage your bill. In fact, certain tasks should not, in some cases cannot, wait until next year, lest you miss out on potentially important opportunities. Here are...
The Importance of a Roth IRA Account for Your Kid

The Importance of a Roth IRA Account for Your Kid

🔎 Investing in a retirement account for your child or teen might sound crazy, but it’s one of the easiest ways to transfer and build generational wealth. While money in a Roth IRA is most easily withdrawn once you’re age 59½, contributions to a Roth IRA can be...