TreMonte

TreMonte TreMonte bridges the gap between Financial Advisors and Accountants by serving as CFO to our clients. Both firms are in Traverse City, MI.

TreMonte is the page for TreMonte Financial Consultants, LLC, and TreMonte Tax Solutions, LLC. TreMonte Financial Consultants is a fee-only registered investment advisor. TreMonte Tax Solutions is a full-service tax advisory firm. Clicking the Like button is not a testimonial for or endorsement of TreMonte Financial Consultants or any of its Investment Adviser Representatives. This is the

only mechanism we have to circulate our page. “Like” is not meant in the traditional sense. Visitor posts must refrain from recommending investment advisory services or providing testimonials for the firm or its employees, since they are strictly prohibited by securities regulators. Please note that we must delete such posts, since this is a regulatory requirement. If you wish to convey an opinion to us, please send an email to [email protected]. In addition, no one commenting on this wall should post specific securities recommendations. Questions about a specific investment or adviser cannot be answered and may be removed from the page. TreMonte Financial Consultants is registered as an investment adviser with the of Michigan and only conducts business in states where it is properly notice filed or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All expressions of opinion reflect the judgment of the authors on the date of the post and are subject to change. All investments and investment strategies have the potential for profit or loss. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as personalized financial advice. Legal and tax advice is general in nature. You should always consult an attorney or tax professional regarding your specific legal or tax situation. TreMonte Financial Consultants is not engaged in the practice of law. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

06/23/2026

Feeling like your S-Corp is getting too big for one entity?

The S-Corp Inside an S-Corp strategy (also known as a Qualified Subchapter S Subsidiary or Q-Sub) can help you scale safely.

Here’s why it matters for entrepreneurs:
• Legal Protection: Each business is its own entity, limiting liability
• Tax Simplicity: Only one 1120-S tax return to file
• Cost Savings: No extra EINs or additional accounting fees

Whether you’re adding a new product line, launching a lab, or expanding services, this structure helps you grow without administrative headaches.

06/10/2026

Have you ever held back on an idea because it wasn't "ready" yet?

I recently sat down with Rich Kahn and we talked about why waiting for perfection can keep you stuck forever.

The businesses that win aren't always the most polished from day one. They're the ones that launch, learn, adapt, and keep moving forward.

You don't have to reinvent the wheel. You just need a clear differentiator that makes you stand out.

Link in first comment.

06/09/2026

Avoiding audit red flags is easier than you think (if you know what not to deduct).

In this segment, we highlight some common mistakes business owners make:
• Claiming personal expenses as business deductions (country club dues, concert tickets, home gym equipment)
• Deducting entertainment without a clear business purpose

Rule of thumb: If it’s personal, it’s not deductible.

Understanding these rules can save you headaches
AND potential IRS scrutiny.

Learn how to stay safe while maximizing legitimate deductions.

06/05/2026

What if a portion of your digital ad budget is being wasted... and you don't even know it?
In this part of the episode, we talk about ad fraud and the staggering amount of money businesses lose to it every year.

One takeaway really stood out to me: it's no longer about whether you have ad fraud—it's about figuring out how much.

Before spending more on ads, it might be worth taking a closer look at where your traffic is actually coming from.

Link in first comment.

05/19/2026

Planning a vacation? You might be able to make part of it a tax deduction.

Here’s how it works:
• Attend a 3-day business seminar and stay an extra 2 days for vacation
• Flights, hotel, and meals for the business days may be deductible
• Vacation days are not deductible

Example: A $600 flight and $300/night hotel for 3 business days could create a $1,500 write-off (if properly documented).

Before booking your next trip, consider whether part of it can serve a legitimate business purpose. This video breaks it down step by step.

05/05/2026

Many small business owners skip retirement plans because they think they’re just for big corporations. But the right setup doesn’t just build your future. It lowers your taxes today.

Three options for 2026:
(1) SEP IRA:
Contribute up to 25% of net income — deduct it all from taxes.

(2) SIMPLE IRA:
Great for small teams; contribute $17,000 plus a small company match.

(3) Solo 401(k):
The gold standard for solopreneurs — up to $72,000 in total contributions.

Retirement plans aren’t just for big companies. With the right plan, you can slash taxes and grow wealth simultaneously.

04/28/2026

Most families assume a will is enough BUT it often doesn’t avoid probate.

A Revocable Trust acts like a “legal switch”.

• While alive:
You maintain full control — add, change, or cancel assets at any time.

• After passing:
The trust flips to irrevocable, transferring assets privately and instantly — no court delays, no public record.

Protect your home, business, and investments while keeping your family out of months of probate stress.

We break down why revocable trusts are essential for homeowners and business owners.

04/21/2026

It’s amazing how one step toward entrepreneurship can change everything.

In this episode of Balance Your Wealth, Molly Rose Speed talks about how she started her journey and eventually built the Virtual Assistant Academy. She’s now helping tons of people turn freelancing into a real career and thrive in the online business world.

If you’ve ever thought about starting something of your own or creating more freedom in your work life, you’ll love this episode.

Link in first comment.

04/14/2026

Still filing as a sole proprietor? You might be leaving $6,000+ on the table each year.

Switching to an S-Corp allows you to legally reduce self-employment taxes. Here’s how it works...

• Salary:
Pay yourself a reasonable wage — this portion is subject to 15.3% Self-Employment Tax.

• Distribution:
Take the remaining profit as owner distributions — no 15.3% tax.

Example: On $100k profit, labeling $40k as distribution could save over $6,000 in Social Security and Medicare taxes.

We break down the math and shows how to do this legally and strategically.

04/07/2026

Going to a conference soon? Don’t just rely on luck to get results.

In this episode, we talk about a three-step approach that makes conference attendance much more effective. First, have a solid strategy. Next, make sure your owned content—like your website, messaging, and unique value—is clear. Then, collect earned media like testimonials and credibility. Only after that should you think about paid marketing.

This approach changed the way I look at conferences—and it can do the same for you.

Link in first comment.

Address

1014 6th Street
Traverse City, MI

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12315349299

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