Welcome to UPSB Financial Services
Newsletters
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The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses
Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
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Three Ways to Help Build Financial Resilience
Here are some steps to help handle challenging times and potentially emerge even stronger.
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Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
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Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Savings Accumulation
Estimate the future value of your current savings.