A largely overlooked tax benefit for small businesses just got better. Talk to your tax and legal advisors to see if this exclusion could work for your next small business venture and help build generational wealth.
IRS Is Phasing Out EFTPS: What Individual Taxpayers Need to Do Before 2026

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The IRS is phasing out EFTPS for individual taxpayers by late 2026. Here's what's changing, who is affected, and the steps you need to take now to make sure your…
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Strategies for Managing a Tax Bill
If you find yourself owing money to the IRS this tax season, rest assured that several options are available to manage your tax bill effectively. Below are some steps and…
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Team Spotlight – Rodney Deloe is now a Certified Exit Planning Advisor (CEPA®)
Big news— Rodney Deloe is now a Certified Exit Planning Advisor (CEPA®)! Rodney has earned the CEPA® Certified Exit Planning Advisor designation through the Exit Planning Institute. This certification further…

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