(No, it’s not just buying private jets). Many of my clients ask what the wealthiest Americans are doing to save money on taxes, and I get it! Costs are rising, margins are tightening, health insurance is a shitshow, and business owners are feeling squeezed from every direction. I don’t blame anyone for actively searching for […]

It’s the season of giving and if you’re a business owner.It’s also the season of temptation. Revenue is up, your account balance looks healthy, and you’re ready to exhale after a long year. You might think, “We deserve a good Christmas this year.” And you do. But before you swipe the card, you need to […]

As a CPA who oftentimes works with early stage entrepreneurs, I’m regularly asked “how do trades and barters impact taxes for small business?” With costs rising and cash tighter than ever, many business owners are turning to barter and trades to get what they need. Bartering has existed since Mesopotamia, and while it can build […]

When you’re growing a business, it’s easy to focus on immediate goals: paying bills, attracting clients, and expanding your offerings. But without a financial safety net, all that hard work can feel shaky. Whether you’re starting out or scaling, a strong foundation in your finances is what makes sustainable growth possible. I was reminded of […]

How would you save money on Taxes as an influencer? Social media influencers are notorious for having complex businesses and multiple streams of income. Common streams of income for social media managers that I see are: ✅ Affiliate agreements where the influencer receives a percentage of sales made from their affiliate link(s) ✅ Brand deals […]