4 Steps to Rebuilding Your Business
The short- and mid-term outlook for small businesses is still uncertain. We provide four steps to help you visualize what recovery might look like for your business as the economy inches toward normalcy.
Sequence Risk: Preparing to Retire in a Down Market
Market losses on the front end of retirement could have an outsize effect on the income you receive from your portfolio by reducing the assets available to pursue growth when the market recovers
Watch Out for These Financial Pitfalls in the New Year
As you move through different stages of life, there are new financial opportunities and potential pitfalls around every corner.
Employee Holiday Gifts May Be Taxable
Are you giving your employees a holiday gift? It may be taxable – we explain.
How to Help Maintain a High Credit Score
During the holiday shopping season, your credit score is probably the last thing on your mind. But as you start your seasonal spending, remember to use credit wisely so you can start the new year with a healthy credit score. The following tips can help you maintain or potentially improve your credit score throughout the…
Don’t Miss the Opportunity for a Spousal IRA
Spousal IRAs allow a non-working or low-earning spouse to contribute to their own IRA, provided their spouse has adequate compensation.
Preparing for 2021: 6 Tax Planning Strategies for Small Business Owners
If you are a small business owner, every penny of your income counts. This means that you not only want to optimize your revenue, but also minimize your expenses and your tax liability. Unfortunately, far too many entrepreneurs are not well-versed on the tricks and tools available to them and end up paying far more…
Is It Time to Think About Tax-Free Income?
Federal and state governments have spent extraordinary sums in response to the economic toll inflicted by the COVID-19 pandemic. At some point it is likely that governments will look for ways to increase revenue to compensate for this spending and increase income taxes as a result. That’s why it might be a good time to…
What Happens if I Receive an IRS CP2000 Notice?
If you receive a CP2000 notice, you don’t need to panic — but you do need to know what to do.
Don’t Miss Out on Year-End Tax-Planning Opportunities
2020 has given rise to more than the usual tax-planning opportunities. You’ll need to act before the end of the year to take advantage of the tax benefits and strategies available for 2020.