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 | Business, Tax Strategies
Debunking Tax Myths: What Individuals and Businesses Need to Know The internet is flooded with tax “hacks” that promise big savings but often lead to costly mistakes. Tax rules are nuanced, and what works for one situation may not apply to another. A credentialed tax...
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 | 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...
