Catalogue — All
Strategic setup of personal finances and accountable reimbursement plans led to substantial tax savings.
2 min read
Angie M Grainger
Money Found
Accurate financial records uncovered significant tax savings for a busy medical consultant.
2 min read
Angie M Grainger
Money Found
Careful financial clean-up revealed hidden business expenses and tax savings for this busy family of physicians.
3 min read
Angie M Grainger
Money Found
Many small business owners pay their life insurance through their business, but it's not deductible.
2 min read
Angie M Grainger
Education
When you take too much money out of your S-Corp, you could create a tax liability—unless you plan ahead.
3 min read
Angie M Grainger
Money Found
On March 1, 2024 a federal court ruled the Beneficial Ownership disclosures unconstitutional. Watch out for businesses offering to file this for you.
3 min read
Angie M Grainger
Education
Every dollar counts when you're a successful practice owner, and an accountable plan to reimburse yourself will save you thousands.
3 min read
Angie M Grainger
Money Found
When you make the election to treat your LLC as a S-Corp, you no longer take the home office deduction on your personal tax return.
4 min read
Angie M Grainger
Education
As of March 11, 2024, the Department of Labor may be cracking down on today's gig economy and remote workers being treated as 1099 independent contractors.
4 min read
Angie M Grainger
Education
When you pay by credit card, it's not necessary to issue 1099s to your vendors.
3 min read
Angie M Grainger
Education
Chaos can be costly. As you expand your investment portfolios, clean accounting becomes essential.
3 min read
Angie M Grainger
Money Found
Divorce is like a 50% tax—it's important to properly value your assets, especially during a divorce.
1 min read
Angie M Grainger
Money Found
Don't worry, the IRS won't come pounding on your door - however there are consequences of not reporting.
3 min read
Angie M Grainger
Education
The US taxes foreign workers' income, but there are exceptions
5 min read
Angie M Grainger
Education
When you start to expand, the number of entities you own might expand too—not keeping good records of the ownership structure can create a costly nightmare.
3 min read
Angie M Grainger
Money Found
When you borrow money in your S-Corporation and then take it out as a distribution, you could end up with an unexpected tax bill.
2 min read
Angie M Grainger
Money Found
These business owners were happy to see that the fees for their newly defined benefit plan will be paid by the IRS—yet another surprise savings!
3 min read
Angie M Grainger
Money Found
Designing a plan for your employees and independent contractors may tricky—but it's not impossible.
3 min read
Angie M Grainger
Education
Business owners often ask if it is better to buy a vehicle or lease it. Learn the pros and cons.
4 min read
Angie M Grainger
Education
To increase the security of the US financial system, new ownership reporting requirements take place starting 2024.
4 min read
Angie M Grainger
Education
Paying your state taxes through your entity finally returns a full deduction of state taxes.
3 min read
Angie M Grainger
Education
Predicting what you'll owe in taxes before year-end gives you time to do something about it.
3 min read
Angie M Grainger
Money Found
By having annual auto-charge subscriptions, its easy to get charged without knowing it.
1 min read
Angie M Grainger
Money Found
Understanding the home-office deduction rules will help avoid IRS headaches in the future.
3 min read
Angie M Grainger
Education
The IRS limits the amount that can be written off in one year, but there are exceptions.
1 min read
Angie M Grainger
Education
Confusion over a retirement account deduction resulted in a small error, but every dollar paid to the IRS is a dollar that can't go toward business expansion.
1 min read
Angie M Grainger
Money Found
If you own a C-Corporation, you may be subject to double taxation. Learn how to manage it.
3 min read
Angie M Grainger
Education
The IRS allows a deduction for meals, but not always. Learn how to maximize your deducitons.
2 min read
Angie M Grainger
Education
Understanding the differences between a defined benefit plan and a contribution plan will help you determine what's best for your business retirement plan.
2 min read
Angie M Grainger
Education
There are various ways to get a tax deduction for your health insurance.
5 min read
Angie M Grainger
Education
PTE (Pass-Through-Entity) tax credit allows business owners and investors to deduct all of their state taxes.
1 min read
Angie M Grainger
Money Found
It may not be much - but where there is a little mistake, there are usually more.
1 min read
Angie M Grainger
Money Found
Having clean accounting is what reveals mistakes and missing money.
1 min read
Angie M Grainger
Money Found
When something doesn't seem right, it probably isn't. Typos on tax returns are more common than you'd think.
1 min read
Angie M Grainger
Money Found
By getting organized, we helped this clinic avoid late fees on their state filing requirements.
2 min read
Angie M Grainger
Money Found
Tax notices can be overwhelming—but ignoring them is even worse.
2 min read
Angie M Grainger
Money Found
By planning in advance you can use different tax brackets to your advantage.
1 min read
Angie M Grainger
Money Found
Running your personal finances like a well-run business is for everyone.
1 min read
Angie M Grainger
General
The better you are at predicting your finances, the less stressed you’ll be.
2 min read
Angie M Grainger
General
Your CPA isn’t trained to help you with your personal finances—but it’s not their fault.
4 min read
Angie M Grainger
General
There’s nothing worse than being hit with an unexpected tax bill, and there’s just no reason for it.
2 min read
Angie M Grainger
General
Where to look in your business or personal finances to find hidden money right in front of your eyes!
2 min read
Angie M Grainger
General
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