by Derric J. Isensee | Sep 30, 2026 | Accounting, Business, Individuals & Families
The IRS recently announced Hoosier tax relief for individuals and businesses affected by the severe storms, straight-line winds, tornadoes, and flooding that began in Indiana on August 11, 2026. Indiana also provided corresponding state tax relief. The Indiana...
by Chad Stooksbury | May 22, 2026 | Business, Financial Planning, Individuals & Families, Tax Strategies
The Gap Between Financial Advice and Financial Clarity Many successful individuals already have both a CPA and a financial advisor. The issue usually is not a lack of expertise. It’s that advice is often delivered separately. Financial decisions rarely live in one...
by Chad Stooksbury | Apr 5, 2026 | Business, Financial Planning, Tax Strategies
For many business owners, working with an accountant starts and ends with a single, stressful event: filing taxes. You gather your documents, hand them over, and hope for the best. But what happens when you move beyond basic compliance and start building a unified...
by Derric J. Isensee | Mar 26, 2026 | Business
Your business structure might be costing you much more than you realize. For many business owners, choosing between a sole proprietorship, partnership, S-Corporation, or C-Corporation feels like a one-time decision. You make a choice, file the paperwork, and move on...
by Derric J. Isensee | Mar 19, 2026 | Business
As a small business owner, you’ve likely heard about S-Corporations (S-Corps) and wondered: Is my business eligible? Is the transition complicated? Will it actually save me money? The answer depends on your current setup. But if you’re paying significant taxes each...
by Kayli Cinko | Mar 4, 2026 | Business, Financial Planning, Individuals & Families, Tax Strategies
If you’re a high-income professional, business owner, or recently retired executive, your tax return isn’t just a compliance requirement—it’s a strategic planning document. Most people feel a rush of relief when they send their return off, but we encourage you to...
