Keeping our community on the cutting edge of tax, business and more
We produce weekly content for both the general public as well as more exclusive content for our client community. Our focus is on fresh tax strategies, relevant law changes and business opportunities.
The Secret to Selling Your Startup Sooner (QSBS 2025)
Weekly Content


The Hard Truth About Growth
September 19, 2025
You want your firm to grow? Be prepared for what it really requires. Real growth takes short-term sacrifice. It means putting yourself out there, even if you’re introverted, and selling what you believe in. If your service can help people, not talking about it is a disservice. Don’t wait until you feel “ready.” The ones who grow are the ones who act. Share this if you needed the push to go all in.


Your Tax Strategy Needs Fixing
September 19, 2025
Most people pay estimated taxes wrong. Here’s the fix: AGI under $150K? Pay 100% of last year’s tax (split quarterly) AGI over $150K? Pay 110% instead That avoids IRS penalties—but doesn’t guarantee you won’t owe more. If you’re an S Corp owner, boost W-2 withholding to simplify your tax life. Want a penalty-free tax plan that works for your income? Subscribe and reach out now.


The 183-Day Myth Busted
September 19, 2025
What really matters is Nexus—and you could owe taxes in multiple states without even knowing it. Remote employees, inventory, or just $100K in sales can trigger filing requirements. Post-COVID, this catches many off guard. Want to avoid penalties and overpaying? Get ahead of multi-state tax.
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