Financial Planning

Secure a Safe Harbor 401(k) Before October 1: Why Q3 Is Your Window of Opportunity

Secure a Safe Harbor 401(k) Before October 1: Why Q3 Is Your Window of Opportunity If you’ve been thinking about offering a 401(k) to your employees — or improving your own retirement savings as a business owner —

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Financial Planning

Smart Retirement Savings for Entrepreneurs

UPDATED FOR 2025 – 2/3/25 4:44 PM Dear Client, When it comes to saving for retirement as a small business owner, you have several options. Here’s a quick guide to help you choose the best plan for your

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Financial Planning

Discover Your Tax Savings!

Dear Client, Many taxpayers find the differences between tax planning and tax preparation confusing. What’s the point of tax planning? Won’t you owe the same amount no matter what? Let’s take a look. Tax Planning Tax planning involves

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BIG UPDATE: NE Pass-Through Entity Tax

Nebraska business owners have something to be excited about. Early this month Governor Jim Pillen signed LB754 into law. This enacts several tax reforms including the Pass-Through Entity Tax (PTET) and lowers the income tax rate for the

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How to Identify an IRS Scam

Impersonating an IRS agent is one of the most popular strategies for scam artists, according to the Better Business Bureau. Here are a few things you should know to protect yourself: Tip 1: Expect a letter first If

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