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May 29th, 2018 posted by Dominique Molina ( Tax Strategist)

One of the biggest benefits of being an entrepreneur is working whenever and wherever you like. If your small business is based out of your home, you can take advantage of significant tax savings. Of course, the tax maze is always complicated, and it gets even more difficult when you combine business and personal expenses.

December 18th, 2010 posted by David Finkel ( Advisor)

July 25th, 2018 posted by David Finkel ( Advisor)

What would it look like if you followed a customer through their purchase and use of your product or service?  What would you learn?  Where would you have made their life harder, more complicated, less efficient? How about your internal processes?  What would you see if you followed a team member around as she completed []

July 19th, 2018 posted by Dominique Molina ( Tax Strategist)

Tax minimization strategies aren’t just for your wealth-building years. It is also critical to consider the taxes that could be assessed to your estate after your death. The cost of passing your wealth to beneficiaries can be shockingly high. Without careful planning, a lifetime of hard work and conscientious saving can be undone after your []

July 3rd, 2018 posted by Dominique Molina ( Tax Strategist)

Accountants and tax preparation professionals are an important asset to your financial team. They ensure that your returns are completed accurately and filed on-time. However, during the busy tax season, they are limited in how much time they can spend exploring less common tax deductions and credits. This is where your Certified Tax Coach comes []

June 27th, 2018 posted by David Finkel ( Advisor)

As we enter into the final half of the year, headlines are going to popping up about how online giants like and others expect to increase online sales by billions of dollars. Here are five powerful tips we share with our business coaching clients to increase  website conversion that they consistently use that allow []

June 12th, 2018 posted by Dominique Molina ( Tax Strategist)

Real estate investment is one of the most effective methods of building wealth, but it only works when you can keep your tax liability under control. Fortunately, owning property gives you a variety of strategies for reducing your tax bill. Our new release, The Great Tax Escape, includes tips and tricks from experts like Certified []

May 18th, 2018 posted by David Finkel ( Advisor)

The bottom line is that you need to think about scaling as you run and operate your business. In many ways, you build a scalable company through the cumulative impact of hundreds of small decisions through time.

February 14th, 2018 posted by Dominique Molina ( Tax Strategist)

On December 22, 2017, the largest tax reform in three decades, Tax Cuts and Jobs Act, was passed.  The article is dedicated to providing some guidance on the tax reform and aid in preparing for planning 2018.  The reform impacts individuals and business taxes in 2017 and beyond. While much of the impact will be []

January 30th, 2018 posted by Dominique Molina ( Tax Strategist)

Selling your business can be bittersweet. On the one hand, it means that you’ve built up something that’s successful enough someone else is interested in carrying on the legacy. On the other hand, it means the end of an era, the closing of a chapter. Selling your business also has some implications from the tax []

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