Topics
Topic:
Tax Planning
-
Is a Cash Balance Plan the Tax Strategy Your Business Needs?
When business is going well and your income becomes more predictable, there’s often one big question that comes up during tax season: “Is there anything else I can do to reduce my tax liability while saving more for retirement?” That’s where a Cash Balance Plan might come into play. These plans aren’t for everyone, but…
-
Key Considerations Before Selling Real Estate in Florida: Taxes, Exemptions, and Planning Strategies
Selling real estate is often framed as a market decision—when to list, how to price, and whether conditions are favorable. Just as important, however, are the tax and planning implications that determine how much of the sale you ultimately keep. Whether you are selling a primary residence, a rental property, or a long-held investment, the…
-
Are Property Taxes Going Away in Florida?
Florida property tax reform is a meaningful planning issue, but it is far from a done deal as there is currently no consensus plan from the Legislature to be put before voters in the upcoming November 2026 elections. Previous proposals have focused primarily on reducing — and in some versions ultimately eliminating — the non-school…
-
Name, Image, and Likeness: The Financial Playbook Every Athlete Needs
In 2021, college sports entered a new era. The introduction of Name, Image, and Likeness (NIL) rights gave student-athletes the ability to earn money through endorsements, sponsorships, and social media partnerships. For many young athletes, this was the first time their talent could translate directly into financial opportunity. But with opportunity comes responsibility—and complexity. NIL…
-
Protect Profits and People: The Top 3 Risk Management Strategies for Your Business
-
Scott DeCecchis
-
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.…
-
