The Most Overlooked Tax Deduction That Starts With Your Heart, Not Your Wallet
A personal take on charitable giving & tax strategy This time of year always pulls me back to why we give in the first…
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Turning Taxes into Retirement Wealth: How a Cash Balance Plan Builds a Seven-Figure Future
For physicians, construction business owners, and other high-earning professionals, taxes can feel like a brick wall between today’s income and tomorrow’s wealth. But what…
Cash Balance Plans: The Retirement Strategy Most Physicians Are Overlooking
High-income physicians face a unique financial challenge: limited time to save for retirement, high tax burdens, and the need to accelerate savings late in…
Close Out Q4 Strong: Year-End Financial Strategies for Construction Business Owners
For construction company owners, Q4 is more than just wrapping up projects before year-end — it’s about shoring up your finances so you don’t…
Close Out Q4 Strong: Year-End Tax Planning Strategies for Medical Practice Owners
As the year draws to a close, now is the time for medical practice owners to give their finances a thorough checkup. Proactive year-end…
🩺 The Healthy Practice Report
Your Monthly Dose of Financial Clarity + Strategy for Medical Practice Owners 🧠 Featured Insight: Why Most Medical Practices Bleed Cash—And Don’t Even Know…
No More 90-Day Waits: How to Take Control of Your Payments
If you’re a subcontractor in the construction game, chances are you’ve had to chase a payment or two—or ten. You’re not alone. Only 5%…
Budgeting Blog Post for High-Performing Businesses
When your business has outgrown startup scrappiness but isn’t yet a corporate giant, budgeting takes on a new role: precision planning for scale. At…
Stop Losing Money—Optimize Your Revenue Cycle
Running a medical practice isn’t just about treating patients—it’s about keeping the doors open and cash flowing. Yet, too many practices are stuck in…
BOI Reporting Update: What U.S. Businesses Need to Know Now
There’s been a big shift in the world of compliance. If you own a U.S.-based corporation, LLC, or similar entity, here’s some good news:…
