Experts January 11, 2024

Tax Time!

NCH will be a guest next week on ADPI Campus where we will dive deep into necessary steps you need to take in to maximize your tax savings!  If you’re a W-2 employee, own your home, and have no business activity, turbo tax or H&R Block will be fine. No need to overthink this. However, if […]


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Credit Tips

Foreign Income Tax: What You Need to Know

Living in a globalized world comes with its fair share of perks, such as the ability to explore diverse cultures, traverse stunning landscapes, and embrace a lifestyle that transcends borders.  However, these exciting opportunities also come certain responsibilities, one of which is navigating the intricate landscape of foreign income tax.  For expatriates and frequent travelers, […]


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Experts December 22, 2023

YEAR END TAX MISTAKES!!

I had a great phone consultation with a client “Nick” this past weekend. This guy runs a construction company and has been operating as an S-Corp since 2020. As I went through a few questions, I realized Nick’s CPA is terrible. Thank goodness we took some time to review what he’s been doing, and how […]


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Business formation November 22, 2023

LLC – Keep it or Close It?

I often have clients asking about old LLC’s they’ve set up and not used.  Should you keep it or close it?  There is value in your company having age, but at what expense. For example, just this morning I was speaking with a client regarding a new bakery business. Phil explained that his daughter recently graduated […]


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Business formation November 2, 2023

Umbrella Insurance vs LLC?

An interesting topic came up an ADPICON this year. Several of our community members are being told, “You don’t need an LLC, just get an Umbrella Policy.” Lets make sure you’re educated on exactly how Umbrella Insurance works. I posted an article last year titled, “LLC vs Insurance.” Please take a few minutes to read. […]


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