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Common Retirement Plans for Small Business Owners
Saving for retirement as a business owner is not always a priority. When you can save, make sure you use the right plan for you.

Derick Coffey
Jan 1, 20241 min read
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Do You Need to Make Estimated Federal Income Tax Payments?
Missing your estimated tax payments can lead to penalties and interest. Do not waste the money you are working so hard for.

Derick Coffey
Jan 1, 20241 min read
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What You Should Consider as a Business Owner or 1099 Worker
Being self-employed adds another layer of complexity to your finances. This checklist can help you keep everything in order.

Derick Coffey
Jan 1, 20241 min read
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Should You Set Up a Traditional 401(k) for Your Business?
Is a Traditional 401(k) right for your business?

Derick Coffey
Jan 1, 20241 min read
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Should You Establish a SEP or SIMPLE IRA for Your Small Business?
Depending on the type of business you own, and the number of employees you have, a SEP or SIMPLE may be the best option.

Derick Coffey
Jan 1, 20241 min read
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Important Dates for 2025
There are important financial dates that occur throughout the year, that you do not want to miss. Use this list a resource to stay on track.

Derick Coffey
Jan 1, 20241 min read
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Are You Eligible for a Qualified Business Income (QBI) Deduction?
QBI is great for reducing taxes, but you have to be eligible. Use this flowchart to help determine if you are.

Derick Coffey
Jan 1, 20241 min read
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What Issues Should You Consider Before Starting Your Business?
If you are starting a business, make sure you can answer these questions

Derick Coffey
Jan 1, 20241 min read
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