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 Derric J. Isensee | 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 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...
