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What is Strategic Planning?

What is Strategic Planning?

by Mike Jesowshek, CPA | Jan 18, 2023 | Accounting, Bookkeeping, Small Business, Tax-planning strategy, Taxes

This is an add-on to our discussion last week, How Can I Setup My Business for Success in 2023? If you haven’t checked that out yet, do so now. We discussed: Take Bookkeeping Seriously: Update it regularly, no commingling, and keep your receipts/documentation...
How Can I Setup My Business for Success in 2023?

How Can I Setup My Business for Success in 2023?

by Mike Jesowshek, CPA | Jan 11, 2023 | Bookkeeping, Succes, Tax-planning strategy

It’s a new year and with the start of every year there seems to be a sense of “refresh” or “restart”. The problem is so many people do nothing at all or give up by the end of January. My goal in this article is to give you some actions...
How Does The SECURE Act 2.0 Affect 401ks?

How Does The SECURE Act 2.0 Affect 401ks?

by Mike Jesowshek, CPA | Jan 6, 2023 | 401k, Retirement

Our good friends over at Life, Inc. Retirement Services put together some great content around The Secure Act 2.0 and how it affects 401(k)s. The SECURE Act was originally passed in December 2019, and was thought of as one of the biggest changes to the industry in...
What Is An SBA Loan?

What Is An SBA Loan?

by Mike Jesowshek, CPA | Dec 14, 2022 | Small Business, Tax-planning strategy, Taxes

On this post we invited David Price and Zhenya Slack from Delphinus Capital. Here is a guest post from them: What is an SBA 7(a) Loan? The SBA 7(a) loan program is the most popular and most used type loan of the Small Business Administration’s lending program....
What Is An LLC and How Is It Different From An S Corporation?

What Is An LLC and How Is It Different From An S Corporation?

by Mike Jesowshek, CPA | Jun 2, 2022 | Small Business, Tax-planning strategy, Taxes

If you have not already read our article “What is a Pass Through Entity?“, do so now and then come back here! This is one article in a multi part series we are doing on S Corporations. Before we dig too deep on S Corps we need to discuss the alternative options. Many...
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  • What is Strategic Planning?
  • How Can I Setup My Business for Success in 2023?
  • How Does The SECURE Act 2.0 Affect 401ks?
  • What Does My Accountant Need for Tax Season?
  • What Is An SBA Loan?
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