Discover how Payable-on-Death (POD) and Transfer-on-Death (TOD) accounts streamline the inheritance process, enabling beneficiaries to bypass probate and access assets swiftly. While these tools offer speed and cost-effectiveness, they come with potential pitfalls that could disrupt your estate plan if not carefully coordinated. Explore their benefits and drawbacks to ensure seamless asset distribution among your loved ones.
Posts By: Isler CPA
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.
For many small and midsize businesses, HR dysfunction isn’t about negligence. It’s about capacity. Most founders don’t build their companies with an HR strategy in mind. Learn how to solve this problem with a fractional HR resource.
Spending all your time delivering for clients and letting bookkeeping slide? In this quick guide, discover the simple systems that protect your finances as a new entrepreneur.
Article | August 11, 2025 Part 4: Some important notes and final thoughts. Application Process: Estate representatives must properly apply for these benefits and provide documentation, such as proof of…
Article | August 11, 2025 Over the last few months, I’ve noticed a growing number of social media posts promoting tax-saving strategies, many of which claim to help high-income earners…
W-2 and 1099 Compliance Under the One Big Beautiful Bill Act: What Employers Must Do and When.
The One Big Beautiful Bill Act, signed into law on July 4, 2025, introduces major changes to how employers report wages, tips, and contractor payments. While the new deductions and thresholds benefit workers, they also require timely action from employers to remain compliant.
See article for more information.
AI has finally shifted from headline hype to practical help because three new tools remove the friction that kept it bottled up: the Model Context Protocol, autonomous AI agents, and AI-powered browsers. Here’s how they’re turning chatbots into true coworkers—and why your business should care.
If you’re shopping for a new car, there’s a limited-time tax break that could save you thousands of dollars. However, there’s a specific window of time, the rules are strict, and you must act strategically to make it work. Watch our video to learn more.
Article | July 2, 2025 Part 3: What is the Oregon Natural Resource Credit, and how does it work? The Oregon Natural resource Credit is similar to the Oregon…