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September 17, 2025
Mixing Personal and Business Finances

The Costly Mistake Business Owners Make: Mixing Personal and Business Finances

Discover why mixing personal and business finances can jeopardize your small business. Learn expert CPA tips on keeping your financial records separate to protect liability, maximize tax deductions, and build strong business credit. Essential advice for contractors, real estate investors, and local business owners.
September 15, 2025

International Client: Don’t Let the IRS Catch You Off Guard

TAre you living outside the U.S. but have investment properties here? You might not be aware of a critical requirement: foreign reporting. My team and I […]
September 10, 2025

Don’t Wait for 2026: Why Now is the Perfect Time to Switch Your Accountant

Thinking about a new accountant? You might feel like it’s too late in the year to make a move, especially with 2026 just around the corner. […]
September 8, 2025

Monthly Retirement Contributions: A Smart Tax Strategy for U.S. Business Owners

Saving money is a goal for nearly every entrepreneur—but let’s face it, it often takes a backseat to daily operations, payroll, and growing the business. Yet, […]
September 2, 2025

Why Waiting Until November for Q4 Tax Planning Could Cost You: How to Prepare for 2025 (and Beyond) Now

September has crept up on us, and as we transition into the final quarter of the year, it’s the perfect time to reflect on your business’s […]
August 30, 2025

Understanding the One Big Beautiful Bill Act: What It Means for SALT Cap and Tax Planning in 2025

The recently passed One Big Beautiful Bill Act has introduced several significant tax changes impacting both business owners and individual taxpayers. One of the most talked-about […]
August 28, 2025

Maximize Your Tax Savings by Investing in Opportunity Zones: What Every Real Estate Investor Should Know

Did you recently purchase real estate in an economically distressed or low-income area? If so, you may qualify for significant tax benefits by investing in Opportunity […]
August 26, 2025

Real Estate and R&D: The Overlooked Tax Goldmine

When most people think of research and experimentation (R&E) or R&D tax deductions, they picture scientists in white coats, tech startups, or pharmaceutical giants. But in […]
August 26, 2025

How the Pass-Through Entity Tax (PTET) Can Save New York Partnerships & S-Corporations Thousands

What is the Pass-Through Entity Tax (PTET)? If you own a Partnership or S Corporation in New York, you may be leaving significant tax savings. One […]