Topics
Topic:
Business Owners
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Protect Profits and People: The Top 3 Risk Management Strategies for Your Business
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Scott DeCecchis
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Alexander Dopazo
Running a business is about more than day-to-day operations — it’s about protecting the hard work you’ve invested and the people who make it possible. Business owners face the dual challenge of maintaining profitability while creating a workplace where employees feel valued and secure. Smart companies understand that risk management and employee retention are interconnected.…
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The OBBA §179 Deduction: Conversations Every Business Owner Should Be Having
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Michael Walsh
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Karen Ross, EA
It’s all the buzz… Congress passed another “new law” — the One Big Beautiful Bill Act (OBBBA). In it, major changes to the OBBA §179 deduction start in 2025. For small and mid-sized businesses, this could result in significant tax savings and better cash flow when investing in equipment, technology, or improvements. Forget all the…
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Incorporating Your Business: Unlocking Retirement and Tax Advantages
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Scott DeCecchis
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Ana B. Garcia, CPA, MSA, CTP
Incorporating your business is more than a legal formality—it’s a strategic financial move that can influence your long-term growth, retirement security, and overall tax outcomes. The entity you choose and how you structure your compensation can open (or close) doors to significant tax savings and wealth-building opportunities. Retirement Plan Options for Incorporated Businesses When structured…
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SECURE 2.0 Roth Catch-Up Rule: What High Earners Need to Know Before 2026
Beginning January 1, 2026, a key provision of the SECURE Act 2.0 will take effect that reshapes how retirement plan catch-up contributions are handled. Known as the SECURE 2.0 Roth catch-up rule, this change will require anyone age 50 or older who earned more than $150,000 in wages from their employer in the previous year…
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Choosing the Right Fiduciary Support for Your Business’s Retirement Plan: 3(21) vs. 3(38)
As a business owner, managing your company’s retirement plan can feel like a balancing act. You want to offer a quality retirement plan to your employees while ensuring it meets regulatory requirements and stays competitive. One of the most important decisions you’ll face is selecting the right fiduciary support for your plan. The two primary…