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Andrew Oakley, CPA
Jul 30, 20231 min read
Solo 401k
If you're self-employed and wanting to invest in a retirement account - a solo 401k is an option you might want to consider. Here are the...
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Andrew Oakley, CPA
Jul 30, 20232 min read
Beware of Economic Nexus
Every couple weeks I come across a content creator who lists the best states to organize their business in, with one of the pros of...
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Andrew Oakley, CPA
Jul 30, 20232 min read
IRS will no longer appear unannounced
For years, the image of an IRS agent knocking on your door unannounced has struck fear into the hearts of American taxpayers. In a huge...
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Andrew Oakley, CPA
Jul 29, 20231 min read
The Gift + Estate Tax
There is a lot of confusion about how the gift tax works. Essentially, if you gift money to another individual, you can give up to $17k...
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Andrew Oakley, CPA
Jul 3, 20235 min read
[JULY 2023 Newsletter] Forecasts aren't just for weather
That’s the half What are you doing to improve for the remainder of the year? As a business owner, you may be looking at ways to improve...
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