May 29, 2023

Unfortunately, many small businesses with surprised on April 18th, Tax Day, when they discovered some hefty additional taxes. For 2022, it may be too late to alter your taxes (though you should speak to a tax professional to make certain). However, these tax changes can affect you for 2023. You should be taking steps...

May 19, 2023

Jake and Kirk discuss the banking crisis and give 5 specific steps to consider amidst this particular crisis and other potential ones in the future.

*“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated...

May 5, 2023

How can you know if the life insurance through your work is sufficient for your needs? On this episode Jake and Kirk discuss ways to think through what is a proper life insurance for you. This of course differs for everyone. But there are helpful principles.

*“Tax preparation, planning, IRS representation,...

Apr 28, 2023

With cost of living expenses rises and incomes not necessarily meeting those costs, people are having difficult conversations about their finances. One question financial advisors get during times like this is about opting out of one’s pension plan in order to meet the rising costs. On this episode Jake and Kirk...

Apr 12, 2023

On this episode Jake and Kirk talk to Yuri Elkaim, a best selling author and business coach. Yuri was a professional soccer player who became a bestselling author by simplifying the complexities of health choices. We discuss his unique journey as well as his methods for business and financial...