We hope you enjoyed the holiday season with the ones that matter most. Everyone at Vance Wealth is excited for this New Year, and we are motivated to begin making progress on our personal and firm goals. While past performance is not indicative of future results, we like to reflect on the past year to…

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A Valuable Solution for Business Owners to Stay on Course Throughout the Year If you run a business, then you know how rewarding it can be – and you also know how consuming it can be, too. It’s hard not to get caught up in the day-to-day grind, but what affects your business affects your…

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As a business owner, your success is only as strong as the foundation it’s built on: you. If you’re not operating at your best, you can’t give your best to your business. That’s why it’s important to start your business planning with a big-picture view of your life and personal finances. By aligning your business…

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Start the year with 3 keys to success.

If you’re aiming for a financially successful start to the year, the key lies in revisiting the past to gain insights before setting your sights on growth. Here, we outline three steps to kick off 2024 with a clear understanding of your current financial landscape, helping you end the year right where you would like…

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August Rule Blog

Introduction: Are you a business owner not yet taking advantage of the Augusta Rule? If you’re running an S Corporation or C Corporation, this tax-saving opportunity might be right under your nose. In this blog, we’ll explore the Augusta Rule, its benefits, potential risks, and how Simplify365™ can guide you through a seamless implementation process.…

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Dear Clients and Friends, We are already more than halfway through 2023; time once again seems to elude us. We hope your summer months have been busy with the things you enjoy most in life. Markets have bounced back strong to start the year which is welcomed from investors coming off a volatile and brutal…

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Optimize Your Payroll for Tax Advantages and Increase Your Retirement Savings

We understand that owning and running a business often becomes a family affair. Spouses and children play vital roles in various aspects, from casual conversations at the dinner table to continuous discussions about the business’s health. This is one of the many reasons we recommend optimizing your payroll to include these hardworking family members. We…

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How Vance Wealth Acts As The Quarterback Of Your Financial Future When it comes to securing your financial future, assembling a trusted team is crucial. At Vance Wealth, we take pride in acting as the quarterback of that team, leading the way in collaboration with your accountants, attorneys, insurance specialists, estate planners, business advisors, and…

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