Selling Your Business in an Uncertain Tax Environment
Selling Your Business in an Uncertain Tax Environment: 5 Planning Moves to Consider Before You Sign an LOI By Scott Searles | June 12, 2026 For many business owners, [...]
What Your 2025 Tax Return Reveals About Your Retirement Plan
What Your 2025 Tax Return Reveals About Your Retirement Plan Scott Searles | April 3rd, 2026 Most tax returns are filed, signed, and promptly forgotten. Which is unfortunate—because they [...]
Don’t Fall For These Big Beautiful Bill Myths
Big tax law changes always bring big rumors. But before you assume Social Security is now tax-free or that you’re getting a $40K deduction just for breathing, let’s set the record straight on what this new bill didn’t actually do. In this episode, Scott busts the biggest myths surrounding the recent “Big Beautiful Bill,” breaking down the fine print behind headline-grabbing claims.
What The “Big Beautiful Bill” Means For Your Retirement Plan
You’ve probably heard about the “Big Beautiful Bill,” but what does it actually mean for your retirement plan? In this episode, Scott breaks down the real implications of the new legislation, beyond the headlines and political noise. He walks you through what changed, what didn’t, and the planning opportunities that smart retirees should be acting on now, while the tax rules are favorable.
Key 2025 Tax Breaks & Adjustment Opportunities
Tax season is here, but filing your 2024 return is just one piece of the puzzle. Now is also the perfect time to take advantage of new tax rules for 2025—before the year gets away from you. With higher standard deductions, increased retirement contribution limits, and updated HSA rules, there are plenty of opportunities to lower your tax bill and boost your savings. In this episode, we’ll break down the key changes and how you can start planning now to make the most of them.
