Uncategorized

Office setting, man, reviewing documents, checking laptop, reviewing stock, before, year-end
09.15.26

Restricted Stock Deserves Attention Before Year End

Articles
Individual Tax & Planning

Executives and key employees often receive stock-based compensation in addition to salaries and bonuses. If restricted stock is part of your compensation, considering the potential tax consequences well before December...

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09.14.26

5 Tax-Smart Ways to Take Cash Out of Your C Corporation

Articles
Business Owners
Business Tax

If you own a closely held C corporation, you might be looking for ways to withdraw cash from your business. Paying yourself a dividend can be a straightforward option —...

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Handshake, two businessmen, overlay photo of team, standing together, team, unity,
09.09.26

Maintaining Customer Relationships After an Acquisition

Articles
Business Owners

When a business is acquired, its customers don’t necessarily transfer their loyalty to the buyer. Customers may worry about future pricing, service, product quality and whether the business’s new owner...

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Group of coworkers, work together, office, business casual making conversation with partner presentation project at meeting working and analysis, Idea presentation and strategy, plan of business.
09.08.26
Jon T. Meyer, CFP®

August 2026 Market Review

Blog
Market Review
Wealth Management

No Summer Break for the Bond Market Hawks soar in Jackson Hole and Treasury policy increases volatility in markets. August 2026 Key Observations August was a constructive but uneven month...

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Mastering the 360 Mindset with Jon Meyer artwork
09.08.26
Jon T. Meyer, CFP®

How AI Could Change Your Health, Money, and Time with Woody Taylor (Ep. 12)

Podcast

AI is becoming more personal, but if you’re thinking about using it to make sense of your health, finances, or everyday decisions, how much should you actually trust it? Understanding...

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Supervisor,And,Male,Engineer,Working,Together,In,Factory.,Conveyor,Belt, production line, during manufacturing
09.08.26

Repair or Improvement: Does the Distinction Matter Under Current Tax Law?

Articles
Business Owners
Business Tax

Ordinary repair and maintenance costs are generally deductible in the year they’re paid or incurred, depending on your accounting method. Costs that improve property must be capitalized. However, under current...

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Working, remote, woman, sitting, at, home, desk, laptop, in, front, of her, talking, on the phone
09.08.26

Remote Work Can Complicate Your State Taxes

Articles
Individual Tax & Planning

Working remotely may broaden your job options and make daily life easier. But working from a different state than your employer — or spending part of the year working from...

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Wooden, models, houses, coins, thought, bubbles, dollar sign, percentage symbol, Tax
09.01.26

Tax Planning for Real Estate Investors

Articles
Individual Tax & Planning

Many individuals invest in real estate to help diversify their portfolio, create an income stream for themselves from rental income and build net worth over time. Often, this is a...

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08.31.26

How to Avoid and Correct Common Payroll Tax Mistakes

Articles
Business Owners
Business Tax

Payroll administration can be challenging for small business owners — and mistakes can create problems for both employers and employees. Incorrect paychecks can frustrate employees and require time and resources...

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Business professional sitting at desk in front of laptop smiling at camera
08.31.26
Jake Thibault, CFP®

IPO vs. Acquisition: Why Your Wealth Strategy Needs to Change Either Way

Blog
Wealth Management

As a die-hard, suffering Minnesota Vikings fan, I’ve had this feeling more times than I’d like to admit. You’re watching the game, you can see what’s about to happen, and...

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