by Derric J. Isensee | Jan 25, 2026 | Accounting, Business, Tax Strategies
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...
by Derric J. Isensee | Jan 15, 2026 | Business, Tax Strategies
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...
by Derric J. Isensee | Jan 15, 2026 | Individuals & Families, Tax Strategies
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...
by Derric J. Isensee | Jan 10, 2026 | Business, Financial Planning, Individuals & Families
You might think the term “financial planning” is self-explanatory. It sounds like it should just mean “planning your finances.” However, for many people, the path from where they are today to where they want to be isn’t always a straight...
by Derric J. Isensee | Jan 10, 2026 | Financial Planning, Individuals & Families
We all dream of that ideal retirement—traveling the world, spending time with grandchildren, or simply enjoying the freedom of a schedule that belongs entirely to us. But funding that dream requires more than just signing up for a workplace retirement plan on your...
