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How to Raise Prices Without Losing Customers

How to Raise Prices Without Losing Customers

Some companies have raised prices brilliantly - they experienced minimal churn, strengthened relationships with their best customers, and watched their margins expand. Others? It was a complete disaster. In this video, you'll learn the specific strategies that separate successful price increases from catastrophic failures.
When to Raise Your Prices

When to Raise Your Prices

Decades of research shows pricing improvements can deliver 3-5x more profit impact than cutting costs or boosting volume, yet most business leaders still spend 80% of their time on everything but pricing. The real risk isn't raising prices, it's waiting too long to do it.
2025 year-end tax moves for individuals & families

2025 year-end tax moves for individuals & families

From expanded deductions and new above-the-line benefits to shifting phaseouts and sunsetting exemptions, 2025 offers unique opportunities for individuals to lower their tax liability before year-end. This guide highlights smart, timely moves to help you make the most of current law before key changes take effect in 2026.
2025 Year-end tax moves for businesses

2025 Year-end tax moves for businesses

Explore essential 2025 year-end tax strategies for businesses, updated for the One Big Beautiful Bill Act (OBBBA). From QBI planning to bonus depreciation, entity structure, and reporting changes, this guide helps you make informed, compliant, and tax-smart decisions before year-end.
Beyond basis: understanding at-risk limits on loss deductions

Beyond basis: understanding at-risk limits on loss deductions

Learn how basis and at-risk amounts work together to determine loss deductibility in partnerships and S corporations, and why tracking both is essential for compliance and tax planning.
ROI or money pit? Prioritizing home renovations with ROI and tax in mind

ROI or money pit? Prioritizing home renovations with ROI and tax in mind

Every homeowner faces an endless list of potential projects, but not all renovations are created equal when it comes to your financial bottom line. Strategic home improvements can impact not only your future sale price, but also your utility bills, insurance costs, tax obligations, and overall financial position. Learn how to prioritize your project list using a financially grounded framework that considers ROI, tax opportunities, and long-term asset preservation.
Retirement readiness in any economy: how to know when you’re truly prepared

Retirement readiness in any economy: how to know when you’re truly prepared

There's no perfect time to retire, but with the right planning, you can feel prepared in any economy. Learn how to evaluate your readiness, manage timing risks, and build a retirement plan that lasts.
Understanding Safe Harbor 401(k) Plans

Understanding Safe Harbor 401(k) Plans

Navigating the complexities of 401(k) plans can be daunting for small and midsize businesses. Discover how the safe harbor 401(k) offers a simplified solution by easing administrative burdens while fostering employee financial well-being. Explore the advantages, key components, and strategic considerations to determine if it's the right fit for your business.
Incentive units: how partnership-style equity can reward talent without a surprise tax bill

Incentive units: how partnership-style equity can reward talent without a surprise tax bill

Non-public pass-through companies can't flash the same liquid stock options that publicly traded C-corporations deploy, but a profits interest solves the problem by letting newcomers participate only in growth that occurs after the grant date - with no immediate tax bill for either party. Learn more in our article.
How Attribution Rules Could Cost You Millions: What Business Owners Need to Know

How Attribution Rules Could Cost You Millions: What Business Owners Need to Know

The IRS's constructive ownership rules can trigger massive tax consequences for business owners who aren't prepared. From disqualified QSBS exclusions to failed retirement plan tests, these complex attribution provisions affect everything from family businesses to M&A transactions. Here's how to identify your risks and protect your tax strategies.
Cost Analysis: Turning Hidden Numbers into Smarter Decisions

Cost Analysis: Turning Hidden Numbers into Smarter Decisions

Want to know where your profit is really going? Here’s a practical, business-owner-friendly approach to cost analysis, showing how to uncover hidden inefficiencies, assign overhead accurately, and make confident decisions with your numbers. Whether you’re looking to price smarter, cut waste, or prepare for growth, it all starts here.
Tax breaks for tipped workers: Qualifying for the new deduction

Tax breaks for tipped workers: Qualifying for the new deduction

Discover how the groundbreaking “no tax on tips” provision in the new One, Big, Beautiful Bill (OBBBA) could transform the take-home pay for millions of tip-reliant workers starting in 2025. Learn which occupations qualify, the specific conditions required, and how to prepare for maximized savings under this potentially game-changing deduction.
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