Why Siloed Advisors Cost You Money (and How We Saved a Client on Taxes)
When your advisors don’t talk to each other, you pay the price—literally.
We had a client come to us needing a document for a transaction. They were financing the purchase of some equipment for another company.
The default solution would have been a promissory note—quick, simple, and what most professionals would draft without a second thought.
Understanding the Earned Income Tax Credit
The Earned Income Tax Credit (EITC) is a refundable tax credit aimed at supporting workers with children. It reduces the amount of tax owed, and may even result in a refund.