Why the Traditional CPA Model Is Broken | The “$46K Mistake” Business Owners Make

Hey there Entrepreneurs, TODAY I want to talk about 2 major complaints we constantly hear from business owners about their tax services: 

“THE FIRST - IS that They’re NOT very responsive, especially at tax time and the SECOND is - I feel like I’m paying too much in tax and that there’s more I could be doing to lower my tax bill”

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Understanding 529 Plan Contributions and Their Gift Tax Implications

When it comes to saving for a child’s or grandchild’s education, 529 plans are a powerful tool—but understanding their tax treatment and contribution limits is essential for maximizing their benefits.

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