Charitable giving can be a powerful tool for both making an impact and optimizing your financial strategy—but the way you give matters. Whether you’re considering a private foundation, a donor-advised fund, a charitable trust, or donating appreciated stock, each option offers unique benefits. The key is finding the right fit for your goals, your tax strategy, and your long-term legacy. Let’s break down your options and help you make the most of your giving.

Your tax withholding isn’t just about your paycheck—it’s a key part of your financial strategy. Withholding too much? You’re giving the IRS an interest-free loan. Too little? You could face an unexpected tax bill. Learn how to optimize your withholding to keep more of your money working for you all year long.

Every year, taxpayers leave money on the table by missing out on deductions and credits they qualify for. From charitable donations to business tax breaks, knowing what’s available can mean big savings. In this Deep Dive, we highlight the most overlooked tax-saving opportunities—so you can maximize your return and minimize surprises.

Saving for retirement is about more than just setting money aside—it’s about making tax-smart moves that maximize your savings and minimize your tax burden. Whether you're choosing between Roth vs. Traditional accounts, increasing contributions, or leveraging employer matches, the right strategy can set you up for long-term financial success. Learn how to make the most of tax-efficient retirement savings in our latest Deep Dive.

Proactive planning is the key to avoiding tax surprises in 2025. Discover smart strategies for individuals and business owners to stay prepared and thrive this tax season with The Purple Group’s expert guidance.

Set your business up for success in 2025 with The Purple Group’s Top 5 Tax Tips for Business Owners! From maximizing bonus depreciation and Section 179 deductions to reevaluating your business entity type, these actionable tips are designed to help you save money, optimize operations, and plan for long-term growth. Let’s make 2025 your most financially successful year yet!

Start 2025 on the right foot with proactive tax planning! At The Purple Group, we’ve outlined the Top 5 Tax Tips to help you save, simplify, and achieve your goals. From maximizing retirement contributions to making strategic charitable donations, these actionable tips will ensure your tax strategy works for you this year. Let’s make 2025 your most financially successful year yet!

Making big decisions can feel overwhelming, especially when you’re deep in the details of your business or life. That’s where a neutral third party comes in—offering clarity, strategy, and objective advice tailored to your unique needs. Whether you’re a business owner, executive, or investor, having a trusted advisor in your corner can make all the difference.

Ready to make the most of your 2024 tax strategy? With Bonus Depreciation and Section 179, you can significantly reduce your tax liability while reinvesting in your business. In this guide, we break down how these powerful deductions work, who they benefit, and why acting in 2024 is crucial before the rates decrease. Discover how to strategically use these tools to fuel your business growth and stay ahead of tax changes.

Dreaming of life in another country? Before you pack your bags, it’s essential to understand how your move will impact your taxes. From U.S. worldwide income rules to foreign tax credits, reporting requirements, and even the potential Exit Tax, this guide breaks down what you need to know to avoid tax surprises. Proper planning makes all the difference—start here!

Running a small business comes with many perks—including tax deductions. Our guide breaks down what business expenses are deductible, from home office and supplies to travel and advertising. Learn how to track your expenses and maximize your deductions to keep more money in your pocket.

Get ahead of your tax planning with our exclusive 2024 Tax Planning Guides! Whether you’re a business owner looking to optimize your year-end strategies or an individual seeking tax-saving opportunities, our guides provide actionable steps to minimize your tax liability. Download the guide that fits your needs and let The Purple Group help you make informed decisions for financial success in 2024.

Tax Time 2025: What You Need to Know
Get ahead of your tax planning with the latest updates from the IRS for 2025. Discover changes in tax brackets, standard deductions, estate tax exemptions, and more. Our expert breakdown helps you understand how these changes affect your financial decisions. At The Purple Group, we’re here to guide you every step of the way—ensuring you maximize your opportunities and minimize surprises.

Running a business is challenging, and keeping records adds another layer of difficulty. In this blog, we offer our expert advice on document management and storage to help maintain the efficiency and organization of your business.

In this blog, we debunk common myths about working with a CPA and show how The Purple Group sets a new standard. From clear communication to value-based pricing, discover how we go beyond traditional services to become your strategic business partner. Learn why working with us is different and how we’re committed to your success.

Not sure what documents you need to keep or discard? Explore our latest blog where The Purple Group presents expert guidance on reviewing, digitizing, and securely storing your essential records. Stay organized and compliant, with the assurance that your critical information is always accessible and safe.

The Purple Group’s Value-Based Billing approach can transform your financial experience. Discover how our commitment to aligning costs with real value fosters stronger partnerships and helps you achieve your financial goals with clarity and confidence.

Keeping your personal information safe is more important than ever, and freezing your credit can be an important tool to protect yourself from identity theft. This guide explains the process.

We break down Beneficial Ownership Information (BOI) reporting under the Corporate Transparency Act (CTA): what these reports are, who needs to file, and the penalties for non-compliance. Plus, unique considerations for those in community property states.