Concentric Planning & Advisory Solutions

Concentric Planning & Advisory Solutions We believe Small Businesses fuel the economy.

Our goal is to be a contributing member of the Small Business Community by educating, positioning, and expanding our firm to partner with more Small Businesses to help sustain and grow.

The gift tax annual exclusion is a simple way to transfer assets gift-tax-free. To qualify, a gift must be of a “present...
10/14/2026

The gift tax annual exclusion is a simple way to transfer assets gift-tax-free. To qualify, a gift must be of a “present interest” — an unrestricted right to the immediate use of the property or the income from it. So a gift to a trust generally doesn’t qualify. But gifts to a trust with a “Crummey” provision can. After each gift to a Crummey trust, beneficiaries receive temporary withdrawal rights lasting at least 30 days. If they don’t withdraw the gift, the amount remains in the trust until distributed in the future according to the trust’s terms. Call us at (215) 806-0759 for details.

Navigating tax law isn’t easy. But you don’t have to go it alone. Whether you’re an individual taxpayer or running a bus...
10/13/2026

Navigating tax law isn’t easy. But you don’t have to go it alone. Whether you’re an individual taxpayer or running a business, we can help you find your way through the forest of tax complexities. Call us at (215) 806-0759 to get started.

Estate tax laws are complex, and failing to plan could mean leaving your loved ones with less than what you’d expected. ...
10/12/2026

Estate tax laws are complex, and failing to plan could mean leaving your loved ones with less than what you’d expected. Now is the time to take action by reviewing your estate plan, updating beneficiary designations, and exploring strategies such as gifting or establishing trusts that may help minimize tax exposure. Every situation is unique, and the right approach depends on your family’s needs, assets and long-term goals. Contact us at (215) 806-0759 for assistance structuring your estate in a tax-efficient way.

If you’re responsible for collecting, accounting for or remitting federal taxes withheld from employee paychecks, beware...
10/09/2026

If you’re responsible for collecting, accounting for or remitting federal taxes withheld from employee paychecks, beware of the trust fund recovery penalty (TFRP). As a responsible individual, you may be personally liable for a 100% penalty on income and employment taxes your business either fails to collect or fails to remit to the IRS. Your actions must be “willful,” meaning you’ve been, or should have been, aware of the responsibility and either intentionally disregarded the law or were indifferent to it. According to the IRS, no “evil intent or bad motive” is required. Call us at (215) 806-0759 if you receive a letter from the IRS about the TFRP or for help with tax compliance.

If you ever wonder how your business’s financial results stack up against others in your industry, consider a benchmarki...
10/07/2026

If you ever wonder how your business’s financial results stack up against others in your industry, consider a benchmarking study. It can show you exactly where you stand. Contact us at (215) 806-0759 to get started. We’ll help you compare key financial metrics, highlight what you’re doing well and uncover areas that need attention. From there, we’ll help build a strategy to strengthen your financial footing and minimize risks in an ever-changing market. Let’s turn your financial statements into action plans!

Effective year-end planning involves making informed choices that support your long-term goals. This requires you to thi...
10/06/2026

Effective year-end planning involves making informed choices that support your long-term goals. This requires you to think beyond reducing taxes for the current year. Whether you’re reviewing operations, considering future investments or evaluating tax-saving opportunities, a proactive approach can help you address the challenges and opportunities ahead. Call us at (215) 806-0759 for guidance on positioning your business for continued success.

Now is a good time to review your year-to-date investment gains and losses. If you have net capital gains, consider sell...
10/05/2026

Now is a good time to review your year-to-date investment gains and losses. If you have net capital gains, consider selling investments that have declined in value to help offset your gains — a strategy known as “loss harvesting.” If you have net losses, harvesting gains by selling appreciated investments can allow you to recognize some or all of the gains tax-free. You can also generally use up to $3,000 of net capital losses to offset ordinary income. Contact us at (215) 806-0759 to discuss year-end tax planning for your investments.

Employers: The IRS recently updated its FAQs on the qualified overtime pay tax deduction for employees created in 2025. ...
10/02/2026

Employers: The IRS recently updated its FAQs on the qualified overtime pay tax deduction for employees created in 2025. The guidance provides new details on how you must identify, calculate and report qualified overtime income. For example, it clarifies that only FLSA-mandated overtime premiums qualify, notifies employers that separate reporting on Forms W-2 is required beginning in 2026, and confirms that overtime pay remains subject to federal income tax withholding. These changes may call for payroll system updates and a closer review of employee classifications and overtime practices. Call us for help preparing for the new requirements.

Your tax, retirement and estate planning shouldn’t be done separately. Decisions in one area can affect the others, espe...
09/30/2026

Your tax, retirement and estate planning shouldn’t be done separately. Decisions in one area can affect the others, especially as tax laws, financial circumstances and long-term goals evolve. We can help keep these important drivers of financial security in sync by providing coordinated strategies for managing taxes, supporting retirement objectives and preserving wealth for future generations. Contact us at (215) 806-0759 to get started.

Your business can show a profit on paper and still face cash shortages because profit and cash flow measure different th...
09/29/2026

Your business can show a profit on paper and still face cash shortages because profit and cash flow measure different things. Profit reflects revenue minus expenses, while cash flow tracks the movement of cash in and out of your business. Cash shortfalls are especially common for growing businesses. That’s because you typically must pay suppliers, vendors and lenders upfront, and then wait for customers to pay you. Understanding the difference between profit and cash flow — and how to account for each — can help you make smarter financial decisions. Contact us at (215) 806-0759 to learn strategies for improving cash flow management.

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Jenkintown, PA
19046

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Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
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