Atypical Insights

The Vault

Our best thought leadership, relevant news, and tools to help you grow your business.

All Wealth Management & Planning

Retirement Poor or Financially Irresponsible?
Retirement Poor or Financially Irresponsible?

Am I Retirement Poor or Am I Irresponsible?

How to Pay Yourself as a Business Owner
How to Pay Yourself as a Business Owner

One of the toughest questions business owners wrestle with is, “What do I pay myself?” It’s a fair...

The Tax Cuts and Jobs Act Under a Harris Administration
The Tax Cuts and Jobs Act Under a Harris Administration

Taxes are an especially big deal to business owners, and this election has the potential to...

Inflation Increases Standard Deduction, Tax Brackets, and More
Inflation Increases Standard Deduction, Tax Brackets, and More

The IRS announced yesterday that it is increasing individual income tax brackets, the standard...

September 2022 Market Update
September 2022 Market Update

With summer ending and school starting, the rally in investment markets from July came to an end in...

July 2022 Market Update
July 2022 Market Update

A welcome reprieve came to the markets in July in the form of the best monthly performance for the...

June Market Update
June Market Update

The markets have been coping with many issues so far this year. Investors are navigating concerns...

Guest Post: IRS Pilot Program Provides Advance Notice For Retirement Plan Audits
Guest Post: IRS Pilot Program Provides Advance Notice For Retirement Plan Audits

The following content was provided by ShumakerIn a June 8th announcement, the Internal Revenue...

May Market Update
May Market Update

As Jean-Baptiste Alphonse Karr once wrote, “the more things change, the more they stay the same”....

Top 100 Questions Business Owners Ask Us

Anything But Typical®?

Tired of Typical?

Is your current accounting firm just “okay?”

It doesn’t have to be this way.

Stay connected.

We have a pretty great podcast & insights that dig into issues you really care about.