Resources

Have questions? Looking for answers? You can find them here.

4 min read

How to Save For Retirement Being Self-Employed or Freelance

Picture of Natalia Budyldina

Natalia Budyldina: Mar 6, 2026

When you work for yourself, building retirement savings is entirely in your hands—and that’s a powerful position to be in. Without an employer match or an...

4 min read

How Are Real Estate Team Leaders Taxed? Commission Splits, Overrides & Payroll Rules Explained

Picture of Diane Kennedy, CPA

Diane Kennedy, CPA: Mar 4, 2026

Team leaders can receive income through personal commissions, team splits, and overrides. The way funds flow determines what you must report and whether...

women at home office

5 min read

How Real Estate Agents with Brokerage Offices Can Still Deduct a Home Office—and when the Augusta Rule Applies

Picture of Diane Kennedy, CPA

Diane Kennedy, CPA: Mar 4, 2026

Agents can have both a brokerage desk and a deductible home office if the home office is your principal place of business for admin work. That...

man and woman shaking hands in front of a sold home

4 min read

What Can Real Estate Agents Actually Deduct?

Picture of Diane Kennedy, CPA

Diane Kennedy, CPA: Mar 4, 2026

Generic tax checklists often miss these real estate-specific deductions, like commission splits, high-mileage fieldwork, and listing prep costs. Learn...

man looking stressed about taxes

3 min read

What to Do If You Can’t Pay Your Tax Bill

Picture of Diane Kennedy, CPA

Diane Kennedy, CPA: Mar 3, 2026

Owing more in taxes than you can pay is stressful, but it’s usually manageable. Acting early, filing on time, and communicating with the IRS can preserve...

man outside sitting at a laptop

3 min read

What to Do If Your Books Are a Mess and Taxes Are Due

Picture of Diane Kennedy, CPA

Diane Kennedy, CPA: Mar 3, 2026

If your bookkeeping is behind and a tax deadline is looming, accuracy matters more than speed. This guide explains what not to do, what to prioritize...

5 min read

The Science-Backed Referral System Behind Consistent Growth

Lettuce: Feb 26, 2026

Stacey Brown Randall on Designing Referrals Without Awkward Asks, Incentives, or Constant Networking Welcome back to The Wedge, the newsletter for...

woman cleaning vase

4 min read

Solo 401k Deadlines for Contributions & Strategy for Contributions

Picture of Alex Zelaya

Alex Zelaya: Mar 2, 2026

The solo 401(k) is one of the most powerful retirement planning & tax savings tools for solopreneurs operating as a single-member LLC or S Corp. It...

a designer talking to a client

4 min read

What is a Sole Proprietorship - Examples to Inspire You

Picture of Alex Zelaya

Alex Zelaya: Feb 25, 2026

Have you ever considered leaving the nine-to-five routine to take charge of your career? Many professionals who have dabbled in freelancing or consulting...

woman sitting on a couch facing a client

4 min read

When Does It Make Sense to Change Sole Proprietorship to LLC

Picture of Alex Zelaya

Alex Zelaya: Feb 24, 2026

Selecting the right business structure directly impacts liability protection, tax flexibility, and long-term growth. A sole proprietorship is the simplest...

A woman working in a sunny cafe

6 min read

7 Surprising Advantages of Sole Proprietorship Every Freelancer Should Know

Picture of Alex Zelaya

Alex Zelaya: Feb 23, 2026

Sole proprietorship offers more advantages than just an easy setup. From privacy perks to profit retention strategies, this structure has surprising...

A woman talking to a client using a tablet

2 min read

Your Tax Return Is Only as Good as Your Bookkeeping

Picture of Diane Kennedy, CPA

Diane Kennedy, CPA: Feb 22, 2026

Clean bookkeeping isn’t about perfection; it’s about accuracy and consistency. Incomplete or outdated books directly affect your tax return, limiting...

Podcaster recoding in their studio

4 min read

Are You Missing These Creator-Specific Deductions?

Picture of Diane Kennedy, CPA

Diane Kennedy, CPA: Feb 20, 2026

Many creators miss valuable tax deductions because traditional small-business advice doesn’t reflect how content businesses actually operate. From...

video blogger setting up on the couch

3 min read

When Does a Creator Outgrow DIY Taxes?

Picture of Diane Kennedy, CPA

Diane Kennedy, CPA: Feb 20, 2026

As creator income grows, tax complexity often increases faster than expected. Multiple revenue streams, state obligations, and entity decisions can...

man on the phone at park bench

4 min read

Using a Solo 401K Calculator to Max Out Your Contributions

Picture of Alex Zelaya

Alex Zelaya: Feb 20, 2026

Solo business owners have more control over their income than traditional employees, but they also carry more responsibility when it comes to retirement....

1 2 3 4 5 Next