Although a lot of energy and attention are paid to Tax Day on April 15, business owners actually are required to be ahead of the game. March 15 is a crucial deadline to keep in mind if you have an […]
There was a time in the not-so-distant past when a small-business owner set up shop in a building. They hired employees, who showed up each day to that location, and they communicated with customers and clients by phone or (shudder) […]
There’s been a lot of talk lately about what awaits us in 2024 — a recession? More or less inflation? A hold on interest rates? A tax increase? A new president? There’s a lot of uncertainty right now, especially because […]
Learn about the tax benefits of this property-swap tax loophole for investors. Real estate is a sound investment for a few reasons. Real estate tends to increase in value over time, and owning a property that you operate as a […]
Understanding Taxes on Incentive Stock Options Direct income is frequently the first consideration we have when a job offer presents itself. But there are other kinds of compensation that an employer can offer that also are valuable and could even […]
Americans are woefully unprepared for retirement. According to a recent survey by Clever Real Estate, retirees lost 10% of their savings in 2022, ending the year with an average retirement savings of $170,726. Not only that, but the latest Census […]
They say only two things are certain in this world — death and taxes. I might amend that list to add a third item: tax law changes. A slew of changes have occurred recently, and although they’re not all bad, […]
Set yourself up for financial success in 2023. Spend the last month of 2022 reviewing what went well for you financially and what can be done better in the coming year.
Here’s my eight-item, year-end essential financial checklist
I don’t think anyone would argue that the last three tax years have been bizarre, to say the least. From Pandemic-driven extensions to the tax filing date to stimulus payments, the American Rescue Plan, student loan forgiveness, IRS staffing shortages […]
The Inflation Reduction Act was signed by President Biden on August 16, 2022, officially making it a law. Although there are numerous aspects to the law, the main provisions that are likely to directly affect our clients are: A reduction […]
