Tax

Running a successful insurance agency requires more than just writing policies and managing client relationships. While you're focused on growing your book of business and serving...

Tax

As we move into the third quarter, successful insurance agency owners are already thinking ahead to year-end tax planning. While Q4 might seem like the natural time to focus on taxes, smart...

Tax

Important Disclaimer: This legislation HAS PASSED CONGRESS and is headed to the President's desk. President Trump is expected to sign the bill on July 4, 2025, making it law.

Tax

Tax season can be a stressful time for insurance agencies, but with the right approach, it doesn’t have to be. Staying compliant with state and federal tax laws while maximizing deductions...

Tax

Save Money and Stay Compliant: The Benefits of an Accountable Plan

Tax

Tax time can be daunting, especially for insurance agents juggling various income sources and deductions. Tax filing is about reporting what you earn and making the most of deductions to...

Tax Industry News

As we step into 2024, business owners face a new compliance obligation - the Beneficial Ownership Information (BOI) report. This requirement stems from the Corporate Transparency Act,...

Tax Industry News

That sound you heard yesterday was the sigh of relief from tax professionals everywhere when the IRS announced their latest update on the Employee Retention Tax Credit (ERC or ERTC) as...

Tax

When you're running a small business, every dollar counts. It's always a good idea to pay close attention to the deductions you can take on your tax return. As a small business owner, you...