A Smarter Way to Give: How Self-Employed Business Owners Can Use Appreciated Stock for Greater Charitable Impact

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Charitable giving is an important part of financial planning for many self-employed business owners. It reflects personal values, strengthens community ties, and often aligns with the mission of the business…

How Self-employed Retirement Rules Are Changing the New SECURE Act Roth IRA Catch-Up Rule

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Retirement planning just got more complex—and potentially more powerful—for Self-employed and self-employed professionals. Now that the final regulations from the IRS and Treasury Department on the Roth catch-up contribution rule…

New Charitable Deduction Rules Under the “One Big Beautiful Bill”: What Self-employed Need to Know

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may want to modify for 35% rate limitation. Also, the deduction for people who do not itemized limited based on income. I looked and looks like no income-limitation for people…

Self-employed, Take Note: New Rules for Charitable Contributions Under the Big Beautiful Bill

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The One Big Beautiful Bill (OBBB), signed into law on July 4, 2025, introduces sweeping changes to the federal tax code—including several provisions that directly affect how Self-employed and small…