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
July 30, 2019 by · Leave a Comment
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
June 20, 2018 by · Leave a Comment
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
October 24, 2017 by · Leave a Comment
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
October 11, 2017 by · Leave a Comment
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
July 13, 2017 by · Leave a Comment
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
July 12, 2017 by · Leave a Comment
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.
June 6, 2017 by · Leave a Comment
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
January 4, 2017 by · Leave a Comment
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
December 20, 2016 by · Leave a Comment
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,…