by Derric J. Isensee | Apr 30, 2026 | Financial Planning, Individuals & Families, Tax Strategies
Most people don’t think about taxes until April. That’s usually when the frustration shows up. A higher-than-expected bill. A missed opportunity. A feeling that something could have been handled better. But by the time you’re filing, most of the outcome is already...
by Derric J. Isensee | Apr 26, 2026 | Individuals & Families, Tax Strategies
Most high earners aren’t making poor financial decisions. They’re making isolated decisions. A contribution here. An investment there. A year-end donation. A stock option exercise when it feels right. Individually, each choice may seem reasonable. But without...
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 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...
