Our Insights

The courage to ‘strike out on your own as an entrepreneur’ has an appropriate counterbalance: working with a business advisor and with a coach. Without these … Read More

No provision of the Tax Cuts and Jobs Act is more closely followed by entrepreneurs than the new ‘20% pass through deduction’. In its simplest form … Read More

Our goal is that good planning makes your 2017 tax filing a non-event. If you’re a member of The Elements Circle, letters with a simple overview and checklist are … Read More

As every business navigates forward into its future, it generates a stream of documents flowing backward out of its wake. Things like credit card receipts, online … Read More

“Am I making money?” Every smart entrepreneur asks this question. With such simple question, you’d think there’d be a simple answer — but a long line … Read More

Successful entrepreneurs leave room for luck, but they also have a keen awareness that business isn’t happenstance: there’s a disciplined method as well. We express that method in The … Read More

One of the first steps to optimizing your tax, is to choose the best tax structure for your business. Although I’d like to say there’s a … Read More

Entrepreneurs fulfill a peculiar role in an economy, and develop particular skills to ply in that role. Recognizing yourself as an entrepreneur means you can give … Read More

Part of an optimized tax as an entrepreneur is simplifying your quarterly estimated tax payments. There’s usually no getting around sending money to the government every … Read More