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 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...
by Laurie Otey | Jan 25, 2026 | Accounting, Financial Planning, 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 where tipping is customary. MAGI Phase-Out Threshold: $150,000 (Single)...
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...
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...
