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The MidCoast Experience
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- sPlaying phone tag between your CPA and advisor
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Tax and wealth experts collaborating on your behalf
- sConflicting advice that just adds confusion
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Advice that actually makes sense together
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We catch opportunities others miss
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You focus on your life, we handle the coordination
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Featured Insights
Your guide to smarter financial choices.
Our resources simplify complex topics, empowering you to make confident decisions at every turn.
Debunking Tax Myths: What Individuals and Businesses Need to Know
The internet is flooded with tax “hacks” that promise big savings but often lead to costly mistakes. Tax rules are nuanced, and what works for one situation may not apply to another. A credentialed tax professional, like a CPA or enrolled agent, ensures your tax...
OBBBA Numbers Made Simple: A Cheat Sheet for Individuals & Families
Qualified Tips Deduction (§224) Annual Deduction Cap: $25,000 Eligible Income: Cash tips reported on required statements or Form 4137 Occupation Restriction: Only listed occupations qualify MAGI Phase-Out Threshold: $150,000 (Single) $300,000 (Married Filing...
OBBBA Numbers Made Simple: Your Essential Business Tax Cheat Sheet
Section 179 Expensing Maximum Expensing Limit: $2,500,000 per tax year (for tax years beginning after 12/31/2024) Phase-Out Threshold: Begins when total §179 property placed in service exceeds $4,000,000 Phase-Out Rate: Dollar-for-dollar reduction above $4,000,000...
Mastering the OBBB Act: Essential Tax Changes Every Business Owner Must Know for 2025–2027
If there’s one thing business owners can count on, it’s change—and few areas evolve faster than the tax code. With the passage of the One Big Beautiful Bill Act (OBBB) and new IRS guidance rolling out through 2025–2027, the financial landscape for businesses is...
How the OBBB Act Changes Your Taxes: What Individuals & Families Need to Know
The One Big Beautiful Bill Act (OBBB) introduces some of the most significant tax changes in nearly a decade. While the headlines focus on tips, overtime, and expanded deductions, the real story runs deeper—and it’s critical for your long-term financial plan....
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