People sitting at a desk with phones and a laptop discussing the corporate transparency act

The Corporate Transparency Act is affecting many business owners, investors and real estate owners. Here’s how:   On Jan. 1, 2024, a significant regulatory change went into effect that impacts limited liability companies (LLCs), corporations and other entities, but its reach extends beyond the typical business owner.  The Corporate Transparency Act (CTA) requires certain businesses…

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Open laptop and coffee mug with the Simplify 365 logo

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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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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Woman with laptop, pen in hand, and calculator working

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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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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As the holiday season approaches, it is not just your gift list that deserves attention. Your year-end tax planning checklist is essential this year. Proactive financial experts understand that the months leading up to year-end provide a prime opportunity to make final tax-saving moves that can substantially impact your financial well-being. To help you prepare…

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The most costly and common tax mistakes are not errors but missed opportunities to achieve more. Here’s how to avoid them.  More often than not, the most costly tax mistakes we see are not errors but missed opportunities. Including overlooked opportunities for long-term planning, strategic deductions, and reduction of your lifetime tax liability. The easiest way to…

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People sitting around a table looking at graphs

Maximize Tax Opportunities: Think Differently, Be Purposeful, Achieve More When it comes to optimizing your tax strategy, it’s not just about avoiding errors – it’s about seizing opportunities to build a better financial future. As business owners, you hold the keys to a complex tax landscape that can offer substantial long-term gains and strategic deductions.…

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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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