Celebrating tax-smart wealth advisory to keep more of what you’ve earned and invest with confidence.
Celebrating tax-smart wealth advisory to keep more of what you’ve earned and invest with confidence.
Most tax conversations happen in the context of a single year. How much income did you earn? What deductions do you have? How much do you owe? Those questions are important. But they can also create a narrow view of tax planning. Some of the most valuable tax strategies aren’t designed to reduce this year’s…
Many business owners assume tax planning is something they’ll need later. Maybe when revenue doubles. Maybe when they hire more employees. Maybe when the business becomes more complicated. Until then, good bookkeeping and filing an annual tax return seem sufficient. The problem is that tax planning isn’t triggered by the size of a business. It’s…
Most business owners don’t spend much time thinking about audits, reviews, or financial statement assurance. They’re focused on growing the business. They’re pursuing new customers, hiring employees, managing operations, and looking for the next opportunity. As long as the company is performing well, it’s easy to assume the financial side of the business is in…
Few words make business owners more uncomfortable than “audit.” For many people, the term immediately brings to mind IRS examinations, fraud investigations, or the assumption that someone is looking for problems. In reality, most business audits have nothing to do with any of those things. More often, audits are required because a lender, bonding company,…
Most people understand that buying something simply because it’s on sale doesn’t automatically save money. If you spend $300 on a jacket you didn’t need because it was marked down from $500, you didn’t save $500. You spent $300. Yet when taxes enter the conversation, many business owners think differently. A vehicle qualifies for a…
One of the most common things I hear from new clients is: “I wish my previous CPA had told me that.” Sometimes they’re talking about a tax strategy they discovered too late. Other times it’s a business decision that created unexpected consequences. Often, they’re frustrated because they feel like an opportunity was missed. While there…
“Focus Where It Counts” by Carl Richards at BehaviorGap.com
There’s a lot to unpack with the One Big Beautiful Bill Act. It is the most sweeping piece of tax legislation since The Tax Cuts and Jobs Act of 2017. Perhaps the most impactful change from a tax planning perspective is the temporary increase of the state and local tax (SALT) itemized deduction from $10,000…
The One, Big, Beautiful Bill Act (OBBBA) has introduced significant tax changes that could affect families across the country. While many of the provisions aim to provide financial relief, the new rules can be complex. Below is an overview of the key changes. Adoption credit enhanced Parents who adopt may be eligible for more generous…
Starting a new business is a bold and exciting step. You’re brimming with fresh ideas, and you just want to get the show on the road, right? Each decision you make early on – how you structure your business, organize your finances, and budget – sets the tone for your future success. At Bland Garvey,…
Without sound financial guidance, how can you grow, live, and retire well? At Bland Garvey Wealth Advisors, we build a specific plan based on your needs, wants, and wishes so you can have a clear picture of how to reach your goals.
Please fill out this simple form so we can best understand your needs. We’ll reach out shortly to schedule a call with one of our wealth advisors.
Going it alone in your money decisions can mean missing out on opportunities. At Bland Garvey, our tax, accounting, and wealth advisor teams provide the financial expertise you need to grow, live, and retire well.
Please fill out this simple form so we can best understand your needs. Then, a member of our team will reach out (from 972-231-2503) to schedule an initial 15-min call.
