Alternative Ideas to New Year’s Resolutions
Alternative Ideas to New Year's Resolutions It’s that time again when everyone has high hopes for how they are going to better themselves during the new year. The traditional way many people set goals, however, doesn't seem to be working! According to The Economic...
Identity Thieves Love Tax Season
Identity Thieves Love Tax Season The vast amount of information shared online during tax season makes it a haven for identity thieves, and they're doing everything they can to take advantage of the opportunity! Here are several ways that identity thieves are targeting...
Shrink Your Tax Bill in 2023
Shrink Your Tax Bill in 2023 Here are several strategies to consider to shrink your tax bill in 2023. Consider life events. Consider whether any of the following key events may take place in 2023, as they may have potential tax implications: Purchasing or selling a...
Year-End Tax Cutting Ideas
Year-End Tax Cutting Ideas Here are moves you can make to reduce your taxable income. But the year is quickly coming to a close, so plan accordingly. Tax loss harvesting. If you own stock outside a tax-deferred retirement plan, you can sell your under-performing...
6 Ways to Cut Your Everyday Expenses
6 Ways to Cut Your Everyday Expenses Many people dream of making more money, but cutting expenses can have the same effect. Identify unnecessary expenses with these six money-saving ideas and help free up some cash: Eliminate late fees. Most late fees are the result...
Customer Retention Metrics You Need to Know
Customer Retention Metrics You Need to Know Your business’s ability to retain customers is one of the most important components to sustained growth and profitability. Here are the three retention metrics useful for every business owner. Retention rate. Most customer...
Test Your Holiday Song Knowledge!
Test Your Holiday Song Knowledge! As you gather with family and friends this holiday season, have fun with our annual holiday quiz. This year's edition focuses on popular holiday songs. Get one point for each correct answer, except as noted. Good luck and good cheers!...
‘Tis the Season for Gift Card Fraud
'Tis the Season for Gift Card Fraud With supply chain snarls still plaguing parts of the U.S. economy, many consumers are turning to gift cards as the holiday present of choice this year. In fact, according to the website Research and Markets, the United States gift...
Raising a Financially Savvy Child
Raising a Financially Savvy Child If you have children or grandchildren, you have an opportunity to give them a jump-start on their journey to becoming financially responsible adults. While teaching your child about money and finances is easier when you start early,...
Tax Court Corner
Tax Court Corner Here’s a roundup of several recent tax court cases and what they mean for you. Thou Shalt Not Commingle Funds (Vorreyer, TC Memo 2022-97, 9/21/22) Don't let sloppy record keeping prevent you from deducting legitimate business expenses. The Tax Court...