This week’s insight digs into the One Big, Beautiful Bill Act (OBBBA) that was signed into law on the 4th of July.
After much debate on Capitol Hill and
Entrepreneurs should consider debt as a tool to craft long-term business growth
Careful planning and constant discipline are required when borrowing
We lay out
- The S&P 500 built on its post-Liberation Day low, led by the Mag 7 stocks
- Global equities hit all-time highs, while the bond market steadied itself after a shaky
- The 2017 Tax Cuts and Jobs Act is made permanent, with new benefits for families and businesses
- The bill advances to the Senate, but final passage is not
- Insurance costs are increasingly troublesome for small business owners
- Captive insurance companies offer tax benefits, greater risk-management control, and even
- Many federal, state, and local incentives have been created in recent years to boost small-business formation and activity
- The list of grants, tax credits &
This week’s insight celebrates Tax Day and all the joys that come with it.
My CPA friends will take much-deserved vacations in the weeks ahead—once April 15
Wealth Transfer Strategies for Business Owners: Large Legacy, Small Taxes
- Passing a business on to the next generation requires attention to detail and knowledge
This week’s insight spotlights cash balance plans and how they, or other retirement savings vehicles, could save you big dollars come tax time.
Small business
This week’s insight keeps on the tax-code theme (as the April 15 filing deadline looms!).
One of the best effects of the COVID-19 pandemic, precisely five years
A Growth Scare Spooks Stocks, But February Losses Held In Check
- US large caps fell slightly last month after rising in January
- Markets have chopped around since
This week’s insight is an update to a small but important piece of the tax code that’s currently withering away: Bonus Depreciation.
Bonus Depreciation allows
