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...
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...
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...
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....
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...
