Genesis Business and Tax Services

A new rule may let eligible taxpayers use retirement funds to pay qualified long-term care insurance premiums without the 10% early-withdrawal penalty.

New Retirement Plan Rule for Long-Term Care Premiums

Retirement planning isn't just about the future—it can also help reduce your taxes today. Contact this office to find out which retirement plan best fits your goals.

Happy Labor Day! Today, we celebrate the dedication, perseverance, and hard work that drive businesses, communities, and dreams forward. Wishing everyone a safe and rewarding holiday.

Supporting children, helping aging parents, and protecting your own retirement can turn you into the family CFO. Here’s how to manage the financial overlap.

When You Become the Family CFO

Fall planning starts now. Use your late-summer sales data to make smarter inventory and marketing decisions before the holiday rush.

Business expenses can reduce taxable income, but many learn too late that a deduction is only as good as the records behind it.

Self-Employed Tax Deductions: Why Records Matter Protect your business deductions. See what the IRS requires for travel, meals, and vehicle mileage logs—and how to avoid 20% accuracy penalties.

Should you pay off debt or invest? Higher interest rates have shifted the balance. Learn how to evaluate high-interest debt, emergency savings, retirement planning, and taxes when making important financial decisions.

Pay Off Debt or Invest? What to Consider Higher interest rates change the debt vs. investing decision. Learn how debt, savings, retirement goals, and taxes can affect your choice.

Every challenge you overcome builds resilience for the next one. Keep moving forward—your perseverance is shaping your success.

An executor of a decedent’s estate must administer the estate and distribute assets in the statutory order of priority; failure to follow those legal requirements can expose the executor to personal liability.

Executor Liability for a Decedent’s Unpaid Taxes Supporting children, helping aging parents, and protecting your own retirement can turn you into the family CFO. Here’s how to manage the financial overlap.