by Caleb Pulst | Jul 8, 2026 | Uncategorized
Summer is a good time to see whether your income, deductions and investment activity are lining up as expected. Let’s take a look at a few areas that commonly provide tax-saving opportunities. Your Tax Bracket The legislation commonly known as the One Big Beautiful...
by Caleb Pulst | Jun 17, 2026 | Uncategorized
If you’re a real estate developer or a small business owner who owns commercial real estate, you might be thinking about selling a property. If it has appreciated significantly, a Section 1031 like-kind exchange may allow you to defer tax on some or all of the gain....
by Caleb Pulst | Jun 3, 2026 | Uncategorized
Most employees are familiar with the basics of a 401(k): contribute pre-tax dollars, reduce your current taxable income, and build retirement savings on a tax-deferred basis. If your employer offers a Roth 401(k), you also have the option to contribute after-tax...
by Caleb Pulst | May 14, 2026 | Uncategorized
Tax identity theft isn’t limited to individual taxpayers — businesses are also targeted through their Employer Identification Numbers (EINs), payroll systems and tax filings. The financial impact of these crimes can be significant. Businesses may face delayed or...
by Caleb Pulst | Apr 29, 2026 | Uncategorized
Large stock market gains in recent years, coupled with some significant volatility in 2026, have left many investors with portfolios that are out of balance with their desired asset allocation. If you haven’t rebalanced recently, it may be time to do so. But you also...
