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.

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.

03/31/2026

Business meals aren’t as straightforward as they used to be, but knowing the rules can save you big on taxes.

2026 Business Meal Deductions:
• 50% Deductible: Client lunches, travel meals, office coffee and snacks
• 100% Deductible: Company parties, team events, marketing meals for the public
• 0% Deductible: Social dinners with friends, entertainment, convenience meals

Example: Spending $1,000 on the right mix of meals could yield a $750 tax deduction.

STOP GUESSING. Start maximizing your deductions.

03/27/2026

Katie Brinkley said she knew she “made it” when she took her first laptop-free vacation.

Not a revenue milestone.
Not an award.
Not a big client.

Just the ability to leave… and not check her phone.

That’s the entrepreneur journey. In the beginning, you’re answering messages everywhere (even in the hospital). But real success is when you can finally unplug.

What does success look like for you?

Link in first comment.

03/24/2026

This quote stopped me in my tracks: “You happen to the world, not the other way around.”

Lisa Even talks about how if you want something to be different, better, or even just possible, you have to get out there and do it. No waiting. No hoping someone else will fix it. That’s leadership, whether it’s at work or in life.

If that idea resonates with you, this part of the episode is worth a listen.

Link in first comment.

03/17/2026

Yes, a board meeting in Cabo or Scottsdale can be deductible but ONLY if you follow the rules.

Here’s how to make destination meetings IRS-compliant:
• Clear business purpose: Annual planning, revenue goals, or marketing strategy sessions
• Document everything: Agendas, meeting minutes, and receipts for lodging and meals
• 75% Rule: At least 75% of the trip must be spent on business activities

When done correctly, travel and lodging are considered ordinary and necessary business expenses... not a personal getaway.

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

Website

http://tremontetax.com/

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