With gold and silver prices reaching new highs, many investors are revisiting positions they may have held for years. Others are considering precious metals for the first time as a hedge against inflation, geopolitical risk, and market volatility. While gold and silver can play a role in a diversified portfolio, the tax treatment and cost structure of these assets are often misunderstood.
As the year closes, the right tax planning can protect cash flow and reduce next year’s tax burden. This guide walks business owners through essential steps to take before December 31.
Understanding how working capital moves through your business is essential for maintaining cash flow, funding growth, and avoiding financial stress. Here’s how to manage it proactively.
Understanding why profit and cash flow don’t match is essential for business owners. Learn how accounting methods, depreciation, and tax strategy create confusion — and how to plan with clarity.
When a business owner goes to the bank for financing, it’s not just about having a good story or a long relationship with the institution. Banks follow specific frameworks when reviewing loan applications, and understanding those frameworks can make all the difference in getting approved and securing favorable terms.
Choosing the right banker or broker is one of the most important steps when selling your business. Here’s how to find an advisor who understands your goals, your industry, and your future and can help you get the best outcome.
Selling real estate can trigger a variety of taxes, from capital gains to depreciation recapture. Learn how primary residence exclusions, long-term rates, and smart planning can help you reduce the tax hit before you close.
A 1031 exchange is one of the most powerful tax strategies for real estate investors. By reinvesting profits from a property sale into another like-kind property, you can defer capital gains taxes, preserve more capital, and grow your portfolio faster.
On September 17, 2025, the Federal Reserve cut its benchmark interest rate by 0.25% to a target range of 4.00%–4.25%. Framed as a “risk-management cut,” the move sparked debate among economists and investors about whether deeper cuts are coming. Here’s what the Fed’s decision could mean for your cash, loans, and portfolio over the next 6–12 months.
The QBI deduction is now permanent under the One Big Beautiful Bill Act. Learn what’s changed, how to optimize your income, and why pass-through business owners should revisit their tax strategy for long-term savings.
