by Derric J. Isensee | Jan 10, 2026 | Accounting, Financial Planning, The MidCoast Journey
Success in any venture usually starts with having the right team. You wouldn’t build a house with an architect and a builder who never speak to each other. Yet, when it comes to managing their wealth, many people operate with completely disconnected...
by Derric J. Isensee | Jan 10, 2026 | Financial Planning, Tax Strategies
Investing is about growing your wealth, but there’s a catch: as your investments grow, your tax bill often grows right along with them. Every dollar you pay in taxes is a dollar that can’t be reinvested to compound over time. This is where tax-efficient...
by Derric J. Isensee | Jan 10, 2026 | Financial Planning, Tax Strategies
When it comes to taxes, there are two types of people: those who let taxes happen to them, and those who proactively plan for them. The first group often ends up paying what they owe without a second thought. The second group, however, looks for every opportunity to...
by Derric J. Isensee | Mar 27, 2020 | Miscellaneous
The Coronavirus Aid, Relief, and Economic Security (“CARES Act”) is a $2 trillion emergency bill that Congress prepared in response to the Coronavirus (COVID-19) pandemic. The Senate passed the bill on March 25, 2020, followed by passage in the House on March 27,...
by Derric J. Isensee | Mar 16, 2020 | Tax Strategies
Overview The Tax Cuts and Jobs Act, which was introduced and effective January 1, 2018, introduced a new section 199A deduction equal to 20% of qualified business income. This deduction is available to pass-through entities including sole proprietorships, LLCs,...
