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šŸ“˜ 2025 Pension Tax Updates: Maximize Savings, Minimize Surprises

šŸ“˜ 2025 Pension Tax Updates: Maximize Savings, Minimize Surprises

New year, new limits—and brand-new opportunities to save. Whether you're self-employed, nearing retirement, or already enjoying your golden years, staying on top of tax updates is critical to making smart decisions about your pension and retirement income. In this post, we break down the key pensio...

7/27/2025
Navigating Your Finances: What Is the One Big Beautiful Bill Act (OBBBA) and How Will It Affect Your Tax Deductions?

Navigating Your Finances: What Is the One Big Beau...

In early July 2025, Congress passed the One Big Beautiful Bill Act (OBBBA), and President Donald Trump signed it into law on July 4. Spanning nearly 1...

7/7/2025
Life Insurance for High Earners: A Stealth Tool for Tax-Advantaged Growth and Legacy

Life Insurance for High Earners: A Stealth Tool fo...

Once you’ve maxed out your 401(k), IRA, and other retirement vehicles, the question becomes: where do you put additional savings that can continue to ...

7/6/2025
Beyond Salary: Leveraging Fringe Benefits for Tax-Free Perks in Your Business

Beyond Salary: Leveraging Fringe Benefits for Tax-...

When you think of corporate perks, you might picture swanky break rooms or free catered lunches. But for high-earning business owners, the real value ...

7/6/2025
The 20% QBI Deduction: A Must-Know Tax Break for Pass-Through Business Owners (Before It’s Gone!)

The 20% QBI Deduction: A Must-Know Tax Break for P...

For self-employed business owners—whether you’re running an S-corporation, partnership, or sole proprietorship—the Qualified Business Income (QBI) ded...

7/6/2025
Supercharge Your Tax Deductions: How Self-Employed Retirement Plans Slash Your Tax Bill Post-OBBBA

Supercharge Your Tax Deductions: How Self-Employed...

As a high-income self-employed business owner, one of your most powerful tax-saving tools is maximizing retirement plan contributions — not just to bu...

7/6/2025
Optimize Your Taxes: Choosing Between S-Corp, C-Corp, and Sole Prop for High Earners

Optimize Your Taxes: Choosing Between S-Corp, C-Co...

Discover how selecting the right business structure—S-Corp, C-Corp, or Sole Proprietorship—can significantly impact your tax efficiency, deductions, a...

7/6/2025
Why Professional Associations Are C-Corporations by Default

Why Professional Associations Are C-Corporations b...

Professional associations (PAs) are business entities for licensed professionals that often mirror the structure and formalities of regular corporatio...

6/30/2025
How a Traveling Doctor Saved $101,850 in Taxes with a Custom 401K/Pension Plan

How a Traveling Doctor Saved $101,850 in Taxes wit...

Discover how Dr. Emily, a 39-year-old orthopedic surgeon working LOCUMS, eliminated her tax headaches and saved over $100K annually by implementing a ...

6/29/2025
Orthodontist Practice Cuts Taxes by 60% with Strategic 401K and Cash Balance Plan

Orthodontist Practice Cuts Taxes by 60% with Strat...

Learn how a growing orthodontist practice leveraged age demographics and smart plan design to cut taxes by 60%, directing 92% of contributions to owne...

6/29/2025
Johnson Consulting Slashes Tax Burden by 50% with S-Corp Election and Pension Strategy

Johnson Consulting Slashes Tax Burden by 50% with ...

Discover how Mr. Johnson transformed his $800K consulting practice with an S-Corp election and innovative pension plan, reducing taxes by $169,515 ann...

6/27/2025
Can I Have Both a 401(k) and an IRA?

Can I Have Both a 401(k) and an IRA?

Whether you’re just starting your retirement journey or you’re well on your way, it’s smart to explore every tool available to boost your nest egg. Tw...

6/12/2025
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