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Maximizing Retirement with Cash Balance 401(k)
In today's financial landscape, maximizing retirement savings is a priority for many individuals. Among the various retirement plans...
Pathfinding Consultants
May 12, 20257 min read


Minimize Trust and Estate Taxes with Expert Tax Planning Strategies
Trust and estate taxes have the potential to siphon off your hard-earned wealth, leaving less for your family or the successors to your...
Pathfinding Consultants
May 10, 20256 min read


Cut Your Small Business Taxes with Tax Planning Strategies
As the owner of a small business, you probably have a lot of things to do, like running the business, helping customers, and keeping an...
Pathfinding Consultants
May 7, 20256 min read


Maximize S Corp Tax Savings with PTE Elective Tax
As an S Corporation owner, managing a team, serving clients, and keeping the business on track are demanding responsibilities. The SALT...
Pathfinding Consultants
May 6, 20255 min read


Filing Your California Statement of Information (CA SOI)
There are many things that you need to do to run a business in California. One important thing is to file Statement of Information...
Pathfinding Consultants
May 5, 20255 min read


California PTE Tax 2025 Benefits Deadlines Action Steps
The high taxes you have to pay as a California business owner are nothing new to you. But did you know there is a powerful tool that can...
Pathfinding Consultants
Apr 28, 20256 min read
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