Beware of Ghost (Assets)

Most business owners know how important it is to categorize fixed assets to accelerate the profitability of their companies, but too many don’t pay attention…

Retain Your Best Employees With a Stay Interview

Keeping the best and brightest employees is high on the list of priorities for any business owner, and it turns out it may not be…

Hire Your Child This Summer, Get a Tax Break

It’s summer, and that means your teenage or college-age child might be looking for a summer job. Did you know you can see a tax…

The Best Places to Retire

As I was scrolling through social media the other day, I saw an article on the “Best Places to Retire” in 2017. I see these…

3 Ways to Boost Your Retirement Savings This Week

With just 74 days until Christmas morning (no kidding), your mind now might be more focused on spending than saving. But mid-October is actually a…

5 Personal Tax Moves to Make This Summer

Yesterday, I discussed 5 mid-year tax moves you should make for your business. Today, we move to your personal return. Yep, summer is an equally…

5 Business Tax Moves to Make This Summer

Accountants are so fun. While everyone else is at the pool and dreaming of vacations, we’re here getting excited over mid-year tax planning.  Just six…

Roth Rules: When to convert your 401(k) to a Roth IRA.

I recently received an email from a client who left his job.  He had quite a bit of money in his 401(k) and wondered if…

The Best Tax Resolution You Can Make For Your Business

As you head back to work this week, my guess is that taxes and tax planning aren’t on your mind just yet.  Tax deadlines seem…

8 Last Minute Tax Savings Tips for 2016

The chances for tax reform next year are high, thanks to the November election of Donald Trump and the Republican sweep of Congress. For some,…