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Category Archives: Blog

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Dec292021

Start 2022 Off Right: Clean Up QuickBooks

Blog, Business Owner/Self Employed, TaxBy Editorial TeamDecember 29, 2021

Is your QuickBooks company file ready for 2022? Here are three things you can do to put things in order.

Dec232021

P/E Ratios Offer Multiple Perspectives on Value

Blog, Investment SelectionBy Editorial TeamDecember 23, 2021

Looking for a good buy in the market? The price/earnings (P/E) ratio can be a helpful starting point for evaluating whether a company’s stock is under- or overpriced.

Dec222021

New Tax Information Reporting Requirement for Cryptocurrency

Blog, Investment Selection, TaxBy Editorial TeamDecember 22, 2021

With the Infrastructure Investment and Jobs Act of 2021, cryptocurrency exchanges will have new information reporting requirements starting in 2023. The first reporting forms related to crypto transactions will be issued to the IRS and investors in January 2024.

Dec162021

Are You Using QuickBooks’ Custom Fields? Should You Be?

Blog, Business Owner/Self Employed, Quickbooks TipsBy Editorial TeamDecember 16, 2021

QuickBooks was designed to be used by numerous types of small businesses. Custom fields help you tailor it to meet your own needs.

Dec152021

Borrowing Options: Benefits and Dangers of Borrowing

Blog, Personal Finance, Starting OutBy Editorial TeamDecember 15, 2021

Debt, credit, and borrowing are a how most investors make large purchases, whether it is a car, a home, or college tuition. However, borrowing comes with a dangerous side as well.

Dec92021

Supply-Chain Chaos: Holiday Edition

Blog, Economy/Stock Market, New Year/End of YearBy Editorial TeamDecember 9, 2021

Retailers have warned consumers that product shortages and shipping delays will continue—just what we needed this holiday season! Here is what you need to know.

Dec82021

Take Advantage of Tax-Free Gifting

Blog, Estate, TaxBy Henssler FinancialDecember 8, 2021

If you are fortunate to have a large estate, you can make gifts without reducing your lifetime exclusion, including an annual gift exclusion and paying for medical or educational expense directly to the provider.

Dec22021

December 2021 Business Due Dates

Blog, Business Owner/Self Employed, New Year/End of Year, TaxBy Editorial TeamDecember 2, 2021

While you may have holiday music on and customers are swept up in a holiday rush, as a business owner, you have some important deadlines to meet before the end of the year.

Dec12021

401(k) and IRA: A Combined Savings Strategy

Blog, Personal Finance, RetirementBy Editorial TeamDecember 1, 2021

Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to both can significantly boost your retirement assets.

Nov242021

All About Credit Scores

Blog, Personal Finance, Starting OutBy Editorial TeamNovember 24, 2021

Your credit score is like your permanent record. While it can change over time, having a good credit score is important because most lenders use credit scores to evaluate the creditworthiness of a potential borrower.

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