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Financial Planning for the Year Ahead

By Business, Culture, Profit First, Responsibility, Tax Strategy, Taxes, Trust, Value No Comments

As the current year winds down and holiday festivities beckons, there’s another essential task that should be on your radar: financial planning for the year ahead. Ensuring your financial house is in order can be the difference between a prosperous year and a year with unexpected challenges. We’re going to explore the significance of strategic financial planning, unveiling a simple yet powerful tool to forecast…

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Strategic Year-End Planning: The Key to Financial Success

By Business, Culture, Profit First, Responsibility, Tax Strategy, Taxes, Trust, Value No Comments

As the year gradually winds down, most of us find ourselves swept up in the whirlwind of holiday festivities, family gatherings, and the joy of gift-giving. Yet, amid the merriment and cheerful chaos, there’s another essential task that often gets relegated to the background: year-end tax planning. Today, we’ll delve deep into the realm of year-end tax planning, uncovering its profound significance and the multitude…

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Don’t Miss the Final Tax Extension Deadline

By Business, Culture, Profit First, Responsibility, Tax Strategy, Taxes, Trust, Value No Comments

The Final Tax Extension Deadline   As the calendar races forward, it’s time to mark an important date – the final extension deadline for tax filers. If you’re not already aware, the deadline to file for S Corporations has already passed. However, there’s another crucial date looming on the horizon: October 16th is the final extension filing deadline for personal returns and C Corporations. Before…

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Extending the Reach of the 3.3 Rule

By Business, Culture, Profit First, Responsibility, Tax Strategy, Taxes, Trust, Value No Comments

Beyond the Office Desk The 3.3 rule is not just for the office. We’ve talked about how this concept revolutionizes the way we work, but have you ever wondered if it can stretch beyond business tasks? The answer is a resounding YES. This simple yet effective framework isn’t confined to the office; it can be applied to a whole spectrum of personal responsibilities. Think about…

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A Harmony Between Work and Life

By Business, Culture, Profit First, Responsibility, Tax Strategy, Taxes, Trust, Value No Comments

Rethinking Work-Life Balance In the world of productivity and well-being, the phrase “work-life balance” is often tossed around. But let’s be real, it’s a term that doesn’t sit quite right with many of us. The problem? Balance implies an equal distribution, a perfectly symmetrical arrangement of two opposing forces—work and life. Imagine that: a neat and tidy 12 hours dedicated to work and another pristine…

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What is The 3.3 Rule

By Business, Culture, Profit First, Responsibility, Tax Strategy, Taxes, Trust, Value No Comments

The 3.3 Rule Unveiled   It is IMPOSSIBLE to be focused on one thing all the time. Many of us forget about this fundamental truth: our brains operate in cycles of focus and distraction. This inherent pattern guides the concept of the 3.3 rule—a blueprint for an efficient workday. The “3” represents up to three hours of work, while the “0.3” signifies a 30% recovery…

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