Self-employed professionals engage us to reduce taxation

and retain us to make work optional.

;

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

Our process starts with a complimentary 15 minute introductory call.

Schedule an Introductory Call

Learn More About Our Approach

Featured Blog Posts:

IRC Section 162(l)Health Insurance Costs for Self-Employed Individuals

by Brendan Willmann | March 12, 2026 | Self-Employed | 0 Comments

IRC Section 162(l) is entitled "Special Rules for Health Insurance Costs of Self-Employed Individuals." This section relates to the self-employed health insurance deduction that is taken on Schedule 1, Part II (Line 17 for 2025). A few items to note: Expenses for both...

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

by Brendan Willmann | 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...

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

by Brendan Willmann | 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...

Kevin Warsh’s Fed

by Brendan Willmann | 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.

Featured Blog Posts:

IRC Section 162(l)Health Insurance Costs for Self-Employed Individuals

by Brendan Willmann | March 12, 2026 | Self-Employed | 0 Comments

IRC Section 162(l) is entitled "Special Rules for Health Insurance Costs of Self-Employed Individuals." This section relates to the self-employed health insurance deduction that is taken on Schedule 1, Part II (Line 17 for 2025). A few items to note: Expenses for both...

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

by Brendan Willmann | 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...

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

by Brendan Willmann | 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...

Kevin Warsh’s Fed

by Brendan Willmann | 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.

Newsletter Sign Up

Form CRS Disclosure