Author Archives: Kyle Dugan EA CAA

Stop Using The Holidays as a Business Roadblock

Ah, the holiday season!   time of family, food, and … slacking off in business?  While the world gets wrapped up in holiday cheer, some entrepreneurs wrap themselves in a comfy blanket of excuses.  But let’s kick that habit to the … Read More

“Unwrap the Gift of Tax Savings: Why Q4 is Retirement Boosting Season 🎁”

Ever heard the saying, “Time flies when you’re having fun?”  Well, here we are, cruising into Q4, and if you’re anything like me, you’re probably thinking, “Where did the year go?”  But before you hang it up to coast to … Read More

November’s Amusing Tax Convictions

A federal grand jury in Denver returned an indictment charging Timothy McPhee of Colorado man and Larry Conner of Texas man with conspiring to defraud the United States and with assisting in the preparation of false income tax returns. According … Read More

The “Money Fear” Factor—Why It’s Time to Invest in Q4

Do you ever look at your budget and think, “I should wait until next year to invest in that marketing initiative, update that outdated software, or even invest in myself and my education with some additional training?”   You’re not alone; … Read More

October’s Real Estate Corner

Qualified mortgages are loans that meet strict guidelines set forth by the Consumer Financial Protection Bureau (CFPB). Lenders assess borrowers’ ability to repay the loan based on their financial information. QMs typically feature standardized terms, limited fees, and are considered … Read More

A Student Loan Debt Snapshot    

Americans collectively have more than $1.7 trillion in federal and private student loans.  While 54 percent of Americans do not have student loan debt, if you are between the ages of 18 to 23, you probably do.  Over 60% in … Read More

Navigate Open Enrollment Like a Pro and Optimize Your Tax Position

Autumn is a season of change, and as we watch the leaves transition into vibrant shades of red and orange, we too should think about beneficial changes in our lives—especially when it comes to health insurance. With many companies launching … Read More

Navigating the Labyrinth of State and Local Taxes

Given how close we are to Halloween, I hope today’s post won’t scare you too bad, yet again and again, I see business owners caught not managing their state and local tax obligations. It’s not just what you earn or … Read More

Secure Your Golden Years Now—October is the Time to Optimize Your 401(k)

Fall is here, bringing along crisp air, colorful foliage, and pumpkin-spiced everything. It’s a time for change, reflection, and planning—especially for your financial future. So, as you sip on that delicious latte and carve out pumpkins, why not also carve … Read More

Faster Money Transfers … Soon               

Here’s good news for American consumers and businesses: The Federal Reserve’s new instant payment service, FedNow, is set to transform the speed and efficiency of money transfers, promising faster and more accessible money transfers, bridging the gap between the traditional … Read More