Nov 21, 2025 | Business Insights
His Profits Looked Great Until the Business Went Broke | Disclaimer: This is a fictional scenario inspired by real challenges many business owners face. It is for educational purposes only and does not represent any specific MSM Advisors client or actual engagement....
Oct 7, 2025 | Business Insights
He Thought the Lawyer Set Up the Partnership—Then the IRS Called – Disclaimer: This fictional scenario reflects real-world issues faced by business owners. It’s for illustrative purposes only and not based on a specific individual. He Thought the Lawyer Set Up...
Sep 15, 2025 | Business Insights
She Wanted to Reward Her Team—But Profit Sharing Backfired – Disclaimer: This is a fictionalized story based on real challenges faced by business owners. It’s for informational purposes only. She Wanted to Reward Her Team—But Profit Sharing Backfired Tanya’s...
Aug 12, 2025 | Financial Planning
Skipped Succession Planning – Disclaimer: This is a fictional scenario based on real-life business challenges. It’s designed for educational purposes only and does not reflect any specific client. He Skipped Succession Planning—And Left His Family a Tax...
Jul 10, 2025 | Business Insights
The $2,000 He Saved Cost Him $10,000 Later – When James launched his consulting business, he made a decision that felt smart: skip the legal complexity and file as a sole proprietor. No LLC. No S-Corp. Just a DBA and a green light to get to work. “I’ll save on...
Jun 3, 2025 | Accounting, Tax Tips
She Thought They Were Contractors—The IRS Disagreed – It started with good intentions. She Thought They Were Contractors A growing business owner—let’s call her Sarah—was scaling fast. She needed help but wasn’t ready to hire full-time employees. So, she brought...