Predict the future by creating it

Our Discovery Call

To understand what goals you want to achieve and what obstacles may be limiting your progress.

Identify your primary goals and challenges

Determine the best service path forward

By reviewing available advisory options and outlining the next steps tailored to your needs.

Our Tax Updates

Our video library address the most relevant tax topics that impact small business owners, freelancers, professionals, and growing companies.

100% Bonus Depreciation Is Back

The reinstatement of 100% bonus depreciation is a critical component of recent U.S. tax legislation aimed at fostering economic growth. The 2017 Tax Cuts and Jobs Act (TCJA) had already put significant emphasis on bonus depreciation, but its reinstatement under the "One Big Beautiful Bill Act" further emphasizes its importance, along with the introduction of Qualified Production Property.

Considering HSA As A Retirement Savings Vehicle?

Health Savings Accounts (HSAs) are often overlooked when discussing retirement planning. Traditionally seen as a tax-advantaged way to pay for medical expenses, HSAs also offer strategic benefits as a supplemental retirement account. Understanding how to maximize these benefits could enhance an individual’s financial security during retirement.