S-Corp owners can avoid taxable reimbursements by using an accountable plan, allowing federal and FICA tax-exempt reimbursements for business-related expenses. With Trump's 2017 tax law changes, personal expense deductions are limited, making accountable plans essential for tax efficiency and compliance on mixed-use expenses like home office and cell phone costs.

When a loved one passes, the emotional toll can be overwhelming, and managing the financial details only adds to the complexity. By taking proactive steps now—such as preparing key documents and having essential conversations—you can reduce the burden later and ensure your loved ones are taken care of with clarity and confidence.

Maximize retirement spending by adopting a flexible, proactive approach to asset depletion, rather than relying solely on the traditional 4% rule. By adjusting withdrawals based on market performance and regularly reviewing your financial plan, you can increase lifetime spending while maintaining financial security throughout retirement.

There’s a smarter, more flexible way to offer health benefits—one that lets your employees keep the coverage they love while still providing them with valuable support, without pushing them into a one-size-fits-all group health plan.

If market prices are right, they reflect all available known information. If market prices are wrong, then you should be able to exploit this to make millions.

The SECURE Act has dramatically changed the rules for Required Minimum Distributions (RMDs), making it essential for beneficiaries to stay informed on the new guidelines to effectively manage inherited retirement accounts and avoid costly errors.

College is the equivalent cost of a mortgage - here’s ways to take $50k off the sticker price.

Whether we are voluntarily or involuntarily subjecting ourselves to uncertainty, we might as well value it, because life without uncertainty is like a static, unchallenging existence absent of growth and discovery.

Why, when, how to rebalance for higher returns.

What you gift, when you gift, how much you gift, & to which vehicles you gift to all factor into how much of your tax bill you’re able to reduce.

Real estate makes sense when 4 things align: numbers, your why, experience, and time.

As you venture from owning one, into owning many real estate properties, how do you protect yourself, increase efficiency, and cut costs?

Many investors focus on increasing total returns but in pursuit leave excess returns on the table due to poor tax management.

So, what is your small business worth? Quite simply: What someone else is willing to pay for it.

Clarifying Medicare options, key decision points, and reviewing ways to reduce insurance costs while maintaining the best coverage.

Provided non-qualified annuities avoid the step up in basis & offer ordinary income rates on distributions which come out as gains first, how does that compare to a non-qualified brokerage account that gets a step up in basis & offers distributions at capital gains rates?

If your retirement goal is to both maximize your net worth & your total lifetime spending, is the 4% rule the best way to attain both outcomes?

The biggest tax bill business owners face is when they sell their business - if you want to minimize that bill - qualified small business stock may be for you.

How Roth conversions can reduce your lifetime tax liability.

Over the last 10 years, the average annual health insurance premium outpaced inflation by 56% & worker wage growth by 11.90% - how do you navigate these rising costs?