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How to align your finances with your values: a mid-year check-in
Janine June 5, 2025
As we reach the halfway point of the year, many business owners have their heads down busy navigating cash flow, meeting payroll, or preparing for Q3 growth. But June and July offer more than just a checkpoint for operations. They’re ...
Read More → Tax Planning: Align your Finances with Purpose
Janine May 19, 2025
Why do the wealthy rarely dread tax season? Because they don’t wait until April. They plan for taxes ahead — with purpose. Whether you’re a small business owner, nonprofit founder, or spiritual entrepreneur, tax season doesn’t have to feel like ...
Read More → Five Tax Loopholes Before It’s Too Late. Number 1 is S Corp Election.
Allison Stephanouk March 14, 2025
We are beginning a blog series on five tax loopholes to consider using before it’s too late. These strategies are worthwhile to keep in mind throughout the year and specifically at year-end. The first tax loophole and tax planning tool ...
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