Welcome to Tax & Business Insights: Your New Favorite Source of Unexpectedly Helpful Advice

Welcome to Tax & Business Insights: Your New Favorite Source of Unexpectedly Helpful Advice

June 13, 20252 min read

Welcome to Tax & Business Insights: Your New Favorite Source of Unexpectedly Helpful Advice

Let’s face it: tax planning isn’t what most people would call a page-turner. But for small business owners, it’s often the difference between a year that builds momentum and a year that quietly eats away at it.

That’s where this blog—Tax & Business Insights—comes in. We’re here to help you stay one step ahead of the IRS, tax law changes, and your next quarter’s cash flow concerns. All without jargon. Without fluff. And occasionally, without taking ourselves too seriously.

Why This Blog?

Because even with the best CPA in your corner, some of the most powerful moves you can make happen between appointments:

  • Learning that your business outing can be 100% tax-deductible (if done right).

  • Remembering that summer day camp can count toward the Child and Dependent Care Credit.

  • Discovering that “phantom income” from employer-paid life insurance is a real thing—not just a phrase from a finance-themed horror movie.

Who We’re Writing For

This blog is for the business owner who toggles between strategy and operations every hour.
For the self-employed professional who has a CPA bookmarked and a to-do list full of receipts.
For the entrepreneur who’s grown enough to know “I’ll deal with that later” doesn’t scale.

What You'll Find Here

We cover a range of topics that affect your bottom line:

  • Small business tax tips and compliance reminders

  • IRS updates and due dates (written like a human, not a government memo)

  • Strategic planning around qualified business income (QBI), bonus depreciation, and more

  • Estate, gift, and retirement guidance for those thinking a few moves ahead

  • Clever checklists and year-end recaps that actually make sense

What You Won’t Find

Fear-based marketing.
Clickbait.
And we solemnly swear never to use “unprecedented times” unironically.


Whether you check in monthly or scan our posts as deadlines loom, we’re glad you’re here. Tax compliance isn’t optional, but clarity? That’s something we can choose—and deliver.

Stay strategic. Stay grounded. Stay caffeinated.

—The Business Transformation Advisors Team

James Merante is a seasoned business advisor with decades of experience helping entrepreneurs gain financial clarity, optimize operations, and build businesses that scale with confidence—not chaos.

James Merante

James Merante is a seasoned business advisor with decades of experience helping entrepreneurs gain financial clarity, optimize operations, and build businesses that scale with confidence—not chaos.

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