Tax Planning – Simonet Financial Group, LLC

15 May at 2:43 pm

The Business Owner Cash Flow Balancing Act

Business owners live at the intersection of cash flow, taxes, and long‑term planning. Decisions about reinvesting, compensation, and retirement are deeply connected and often misunderstood. Strong revenue does not always translate to…

27 Jan at 10:42 am

Starting Strong: Key Financial Priorities for the Beginning of the Year

The start of a new calendar year provides a natural opportunity to refresh your financial plan, strengthen your household or business finances, and realign long-term goals. With fresh tax years, new contribution…

June 8, 2022

Recession Risks are Overblown. Stick with Short-Duration and Inflation Assets

May’s Rebound Despite negative returns in April and market turbulence throughout May, equities finishedmarginally higher for the month. US small-caps were amongst the best performers (+1.9%),followed by international developed equities…

October 6, 2016

Tax Planning for the Self Employed

Understand Self-Employment Tax and How It’s Calculated As a starting point, make sure that you understand (and comply with) your federal tax responsibilities. The federal government uses self-employment tax to…

The Business Owner Cash Flow Balancing Act

Starting Strong: Key Financial Priorities for the Beginning of the Year

Recession Risks are Overblown. Stick with Short-Duration and Inflation Assets

Tax Planning for the Self Employed

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