Self-employed professionals engage us when they are serious about reducing taxes and making work optional

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Self-employed professionals engage us when they are serious about reducing taxes and making work optional

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As a successful self-employed professional, the Tax Code offers a host of opportunities to significantly reduce your taxation.

When the time comes to elevate your tax planning, we welcome a discussion about your situation.

Our process starts with a complimentary 15 minute introductory call.

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Featured Blog Posts:

Year-End Roth Conversion to Increase Qualified Business Income (QBI) Deduction

by | December 17, 2025 | Self-Employed | 0 Comments

This may seem counter-intuitive, but it is possible that a year-end Roth conversion could increase your Qualified Business Income (QBI) deduction.  First, note that the Qualified Business Income (QBI) deduction is the lesser of: 20% of your Qualified Business Income...
Read More

Qualified Charitable Distributions (QCDs) to Donor-Advised Funds (DAF)

by | December 17, 2025 | Retirement Planning | 0 Comments

At present, Qualified Charitable Distributions (QCDs) cannot be made to donor-advised funds (DAFs). If you are interested in the technical explanation, Internal Revenue Code (IRC) Section 408(d)(8)(B)(i) defines a qualified charitable distribution (QCD) as a...
Read More

Kevin Warsh’s Fed

by | March 12, 2026 | Market Insights | 0 Comments

Fed Chair nominee Kevin Warsh will receive all the attention, but the voting body of the Fed is also becoming more dovish.

Read More

Featured Blog Posts:

Year-End Roth Conversion to Increase Qualified Business Income (QBI) Deduction

by | December 17, 2025 | Self-Employed | 0 Comments

This may seem counter-intuitive, but it is possible that a year-end Roth conversion could increase your Qualified Business Income (QBI) deduction.  First, note that the Qualified Business Income (QBI) deduction is the lesser of: 20% of your Qualified Business Income...
Read More

Qualified Charitable Distributions (QCDs) to Donor-Advised Funds (DAF)

by | December 17, 2025 | Retirement Planning | 0 Comments

At present, Qualified Charitable Distributions (QCDs) cannot be made to donor-advised funds (DAFs). If you are interested in the technical explanation, Internal Revenue Code (IRC) Section 408(d)(8)(B)(i) defines a qualified charitable distribution (QCD) as a...
Read More

Kevin Warsh’s Fed

by | March 12, 2026 | Market Insights | 0 Comments

Fed Chair nominee Kevin Warsh will receive all the attention, but the voting body of the Fed is also becoming more dovish.

Read More

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