Insights

The Rules, Explained Plainly.

Guides for owners: payroll tax, the solar credit, what your business is worth, debt.

Featured · R&D Tax Credit

Does my company qualify for the federal R&D tax credit?

Companies that improve a product, a process or software can qualify for the federal R&D credit. The four-part test in plain English, what counts, what to keep.

6 min readRead

Quantum 125 · Payroll Tax

How a Section 125 Plan Lowers Payroll Tax, Going Forward (and What the IRS Memo Means)

7 minRead

Solar Tax Credit

Turn the Tax You Owe Into an Asset You Own: How the Solar Credit Works for Owners

7 minRead

Business Valuation

What Is My Business Worth? Why Most Owners Are Guessing, and What a Valuation Changes

8 minRead

Debt-2-Capital

How to Pay Off Debt Without Refinancing: The Debt-2-Capital Approach, Explained Honestly

8 minRead

Solar Tax Credit

Solar Tax Credit vs. Tax Deduction: Why High Earners Should Know the Difference

8 minRead

Solar Tax Credit

Bonus Depreciation and the “100% Tax Credit” Offer: What It Really Means for High Earners

8 minRead

Retirement Planning

The Retirement Wealth Gap: Why Market Risk Hurts More the Closer You Get

8 minRead

Legacy Planning

The Stretch IRA Is Gone: How the 10-Year Rule Taxes Your Heirs, and the Life Insurance Alternative

8 minRead

Business Valuation

The Five Planning Problems Every Business Owner Has (and Most Haven’t Funded)

8 minRead

Business Valuation

Buy-Sell Agreements After Connelly: Why Your Company-Owned Policy May Need a Second Look

9 minRead

Business Valuation

Estate Tax in 2026: The $15 Million Exclusion, the Sunset That Didn’t Happen, and When an ILIT Still Makes Sense

9 minRead

Business Valuation

Premium Financing Life Insurance: When Borrowing Makes Sense, and the Four Risks That Sink It

8 minRead

Long-Term Care

Long-Term Care Planning in 2026: Costs, Hybrid vs. Traditional Coverage, and the New Tax Limits

9 minRead

Schedule a Meeting

Let’s Talk.

Thirty minutes. Your CPA welcome.

Or call 248.742.0065Mon – Fri: 9:00 AM – 5:00 PM