by Charlie Forsyth | Jun 8, 2026 | Uncategorized
Cash balance plans can be great opportunities for business owners to save large amounts towards their personal retirement, while reducing taxes. An ideal fit for a business sponsoring a cash balance plan are: Owner-only businesses (no employees) Owner age 35 or older...
by Charlie Forsyth | May 26, 2026 | Uncategorized
Do you have to pay tax on the Turf Replacement Program rebate that is put on by Highlands Ranch Water? The answer is likely yes. Read on below to learn why, and how a CPA can help you report this income correctly. Residential real estate owners in Highlands Ranch...
by Charlie Forsyth | May 20, 2026 | Uncategorized
Are simple agreements for future equity (SAFEs) considered qualified small business stock (QSBS)? Surprisingly, or maybe not surprisingly, the IRS doesn’t know, or won’t tell you. The safe (pun intended) answer is that, generally, no, a SAFE is not QSBS. Section 1202...
by Charlie Forsyth | May 16, 2026 | Uncategorized
In this blog post, we will cover how self-employed solo S corporation owners can enhance their retirement savings through a self-employed pension (SEP) individual retirement account (IRA) (SEP IRA). As a self-employed person, retirement takes a bit more planning than...
by Charlie Forsyth | May 12, 2026 | Uncategorized
Small business owners have several options when it comes to positioning their business for an optimal income tax profile through an accounting method change for tax purposes. Learn about some common situations below where an accounting method change may be...
