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...
May 23, 2025 | Financial Planning
Searching for a CPA to Guide Your Business Exit or Retirement? – When small business owners search for a “CPA specializing in retirement planning near me,” they’re often looking for more than investment advice. They want clarity around how to transition out of...
