Blog Posts

All Posts

All
  • All
  • Bookkeeping
  • Business Tips
  • Estate and Trust Planning
  • Featured Post
  • QuickBooks
  • Taxes
  • Wealth Management
images (2)

Scams Targeting Small Businesses: 9 Red Flags Every Business Owner Should Know

Scams Targeting Small Businesses: 9 Red Flags Every Business Owner Should Know Running a small business means wearing a lot of hats. You're managing employees, serving customers, paying vendors, keeping...
Stolen Checks

Practice Safe Checks: How to Protect Yourself From Check Fraud

Practice Safe Checks: How to Protect Yourself From Check Fraud Checks may be used less frequently than they once were, but they remain an attractive target for criminals. According to...
792cc31c-1a0e-49db-bd58-c11fec16125b

Why Medicaid Planning and Asset Protection Matter in Florida

Medicaid Planning When most people hear the word Medicaid, they assume it is only for those with very limited financial resources. In reality, Medicaid planning is often an essential part...
images (1)

Understanding Florida’s Enhanced Life Estate Deed (Lady Bird Deed)

Florida Lady Bird Deed When people think about estate planning, they often assume they need an expensive trust to avoid probate. While a revocable living trust is an excellent option...
OEWNJLDWXZF5LIAE7AKJNCMILA

Small Businesses and Trump Accounts – What you need to know.

Small Businesses can now contribute to Trump Accounts According to Congress.gov Traditional IRAs are typically tax-advantaged accounts for individuals who have income from work to save for retirement. Trump Accounts...
Coworkers talking on business meeting on office

Choosing the Right Business Structure

Sole Proprietorship, Partnership, LLC, or Corporation Starting a business involves more than choosing a name and opening your doors. One of the most important decisions a business owner will make...
Whats-Better-A-Will-or-a-Trust-in-Florida

Florida Will vs a Florida Trust – Do you know the difference?

Florida Will vs Trust In Florida, both wills and trusts are tools used in estate planning, but they work differently and have different advantages depending on your goals. Here’s a...
4295

Trump Accounts for Kids

Trump Accounts for Kids - Dell Family Contribution In our recent email, we discussed the new Trump Account program and the government-funded investment accounts available for certain children born between...
th

Trump Accounts for Kids

How Trump Accounts Work At Sport & Wheat CPA, PA we want our clients to be informed of information that could benefit you or your family. The US Treasury has...
GettyImages-2222675010

“One Big Beautiful Bill”

How the “One Big Beautiful Bill” Impacts Small Business Owners Congress has passed what’s being called the One Big Beautiful Bill. Behind the flashy name is a sweeping set of...