by brianburger@pushingink.com | May 9, 2024 | Small Biz Strategies
Summer is not just a season of warm weather and vacations; it’s also a critical time for small business owners to revisit their tax strategies. Effective tax planning is an ongoing process, and the summer months offer unique opportunities to save money and... 
by brianburger@pushingink.com | Apr 8, 2024 | Small Biz Strategies, Tax Planning
For parents wishing to optimize their educational savings plans, the convergence of two powerful investment vehicles — the 529 plan and the Roth IRA — presents a tremendous opportunity for long-term financial planning. While traditionally viewed as separate entities,...