Grants for Small Businesses – consider a small-business grant to boost your business resources.
Identity Protection Pin (IP) from the IRS – an IP Pin helps prevent someone from filing a tax return using your social security number or individual taxpayer identification number.
Passing on Family Heirlooms and Keepsakes – overlooking personally meaningful items can be a fuse for family disputes.
A Surprising Employee Flight-Risk – about 30% of employees leave their jobs within a month of their first promotion.
Don’t Forfeit Your Solo 401(k) – a 401(k) plan is an excellent way for sole proprietors to pack away retirement funds.
August 2025 Question and Answer
Net Unrealized Appreciation and Your 401(k) – the tax law’s net unrealized appreciation provision may allow you to take advantage of potentially lower tax rates.
New Investment Income Tax and Who Pays It – the net investment income tax affects individuals, estates and trusts with significant investment income.