Unavoidable Banking Trends
Unavoidable Banking Trends Smartphones and other technological advances enable banks to create products and services that dramatically change the way you bank. Here is a primer on three of the biggest banking trends and tips to protect your money: The traditional bank...
5 Annual Tax Essentials
5 Annual Tax Essentials The more things change the more they stay the same. This is especially true when it comes to reviewing your tax situation. Mark your calendar to review these essential items each year to ensure you are not missing something that could cause tax...
Why You Should Check Retiree Withholdings
Why You Should Check Retiree Withholdings According to a recent announcement by the IRS, retirees might not be withholding enough for taxes this year. This is due to vast tax changes in 2018, making old withholding levels obsolete. The IRS is urging retirees to check...
Create a Business Disaster Plan
Create a Business Disaster Plan With the recent frequency of hurricanes, earthquakes, tornadoes, floods and wildfires, it's worth reviewing ideas to ensure your business can survive if it faces its own disaster. Here are some steps you can take to create a disaster...
Hustle Taxes
Hustle Taxes Conduct an online search of the phrase "side hustle" and you will find websites with countless ideas on how you can make some money on the side. The ideas range from carpet cleaning to podcasting. What a lot of these sites fail to inform you, is the tax...
Six Ideas to Help Your Business Survive and Thrive
Six Ideas to Help Your Business Survive and Thrive If you are like millions of taxpayers trying to make a living running a small business, you know it is tough out there. Here are six ideas to help your business survive and thrive. Understand your cash flow. One of...
Fraud or Negligence? Know the Difference!
Fraud or Negligence? Know the Difference! Each year the IRS opens thousands of investigations looking for possible tax fraud. In 2017 alone, the Criminal Investigation (CI) arm of the IRS identified $2.5 billion in potential tax fraud with a 91.5 percent conviction...
Keys to Creating a Satisfying Retirement
Keys to Creating a Satisfying Retirement You've done your retirement homework. Your assets are reviewed, you know your financial needs, and your retirement tax plan is in place. Are you ready to enjoy retirement? Probably, but not without a plan to address what...
Time to Launch Your Tax Strategy to Minimize Your Taxes
Time to Launch Your Tax Strategy to Minimize Your Taxes Consider conducting a final tax planning review now to see if you can still take actions to minimize your taxes this year. Here are some ideas to get you started. Assess your income. Begin by determining how your...
Hedging Against a Trade War
Hedging Against a Trade War As a small business owner, the words "trade war" and "tariff" can be unsettling. When cost uncertainty is on the horizon, you will want to be prepared as much as possible. Here are some ideas to help you navigate your business through...