The Exit Strategy Audit

The Exit Strategy Audit

For many business owners, their company is their most valuable asset. You’ve spent years—maybe decades—building it from the ground up. But when it comes time to move on to your next chapter, whether that’s retirement or a new venture, many owners realize too late that...
Should You Hire Your First Employee or Stay Solo?

Should You Hire Your First Employee or Stay Solo?

Every successful small business owner eventually faces a key decision: continue managing all tasks alone, or hire the first employee to expand capacity. This choice fundamentally changes your financial structure and your role as a business leader. We outline the...
What is the 1099-DA?

What is the 1099-DA?

The 1099-DA is a new tax form that digital asset brokers—primarily centralized exchanges like Coinbase and Kraken—are now required to send to you and the IRS. Its purpose is to create a standardized way to report digital asset transactions, similar to how a 1099-B...