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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...

Andrew Oakley, CPA
Jul 30, 20231 min read
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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...

Andrew Oakley, CPA
Jul 30, 20232 min read
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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...

Andrew Oakley, CPA
Jul 30, 20232 min read
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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...

Andrew Oakley, CPA
Jul 29, 20231 min read
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[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...

Andrew Oakley, CPA
Jul 3, 20235 min read
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