You may have heard the term “estate tax” as it pertains to the total value of someone’s estate when they die. With the current estate tax threshold at $15,000,000, a…
Beginning in 2027, a new federal tax credit will offer meaningful financial relief: the Education Freedom Tax Credit (EFTC). This credit may benefit freelance business owners who often carry the…
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…
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…