September 9, 2025 Solo 401(k) Owners: Don't Ignore Form 5500-EZ or Pay the Price For self-employed professionals and business owners, the Solo 401(k) is a retirement...
August 6, 2025 Cash Balance Plan Freeze and Thaw Strategy: A Smarter Tax Move for Business Owners Most high-income business owners are looking for ways to reduce taxable income, fast. One of...
June 30, 2025 Write Off 60–80% of an Oil & Gas Investment Against W-2 Income If you're a high-income professional, executive, or business owner, you've likely maxed out...
June 30, 2025 What the Senate's New Tax Bill Means for High Earners The Senate's "Big, Beautiful Bill" Just Passed - Here's What It Means for Affluent Taxpayers In a...
June 21, 2025 This Obscure Tax Law Helped Trigger the Biggest Tech Layoffs in Years For decades, the U.S. tax code rewarded innovation. If you hired engineers, built internal...
June 18, 2025 The Cash Balance Plan Strategy: What Wealthy Business Owners Do Differently If you’re a high-income business owner and think you’re “maxing out” your retirement...
June 16, 2025 How the IRS Augusta Rule Can Benefit High-Income and Wealthy Households Also known as Section 280A(g), the “Augusta Rule” is a powerful and often overlooked tax strategy...
