Summer marks the halfway point of the year, making it the perfect time for a “mid-year reset.” It’s an opportunity to pause, reflect on your progress, and realign your life plan with your long-term goals. And who better to inspire us in the art of continuous evolution and sustained success than the one and only

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Avoid a Hefty IRS Penalty: A Guide to Your Solo 401(k) and Form 5500-EZ Your Retirement Plan Exposes You to a $150,000 Penalty Do you have a solo 401(k) or a similar retirement plan? If so, you might be unknowingly exposed to a significant IRS penalty. The law mandates that you file at least one

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Preparing for the future is as much about identifying market trends and understanding your customer base as it is about knowing where you’ve been. Healthy growth requires experience and a fundamental understanding of the nuances of your business. It’s your baby, after all, and is a reflection of your drive, passion and planning. You hope

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This is the golden age of entrepreneurship. From a college dropout with a brilliant business idea, to an excellent home baker starting an online bakery, entrepreneurs in the new millennium are changing the tides of traditional businesses. But with 50% of start-ups shutting their doors even before they hit the 5 year mark, the one

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Learn why small business owners need a business valuation & its benefits. Increase value, attract investors, & get tax benefits. Get insights on retirement planning, partnership dissolution, & tax savings in this blog by a trained CPA. Read now.

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Michael McCormick joined Stacy A. Cross on the Comfort Killers podcast to talk about tax planning and the book of tax discounts. Check it out…Mike McCormick, CPA “When Was The Last Time Your Tax Professional Called You With An Idea That Would Save You Money?” on The Stacy A. Cross Show Episode #49 

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