2024 Form W-9 & 1099 Reminder
It is that time of year when you need to start preparing for issuing 1099-NECs and 1099-MISC. Early preparation assists you (or us if we are preparing on your behalf) in making sure your 1099s are prepared accurately and filed timely. Q. Who is subject to receive a...
Banks Won’t Always Save You from Scams
Banks Won't Always Save You from Scams It's easy to feel secure about the money you deposit with a bank you’ve come to trust. After all, most banks and credit unions offer certain levels of protection against fraudulent transactions. Banks, however, won’t protect you...
Beware of Scammers Targeting Your Tax Info, Warns IRS
Beware of Scammers Targeting Your Tax Info, Warns IRS Social media is an easy way for scammers and others to try encouraging people to pursue some really bad ideas, and that includes ways to magically increase your tax refund. – IRS Commissioner Danny Werfel Tax...
Increasing the Worth of Your Most Valuable Asset
Increasing the Worth of Your Most Valuable Asset If someone asks what your most valuable asset is, your answer might be your house, vehicle, or investment portfolio. But there's another answer to this question that's worth considering – yourself. As you seek out...
Expand Your Professional Vocabulary
Expand Your Professional Vocabulary In our fast-moving world, using concise yet descriptive words and phrases can be very powerful when communicating important thoughts and ideas. While the term can incite eye-rolls if overused, certain words and associated phrases...
5 Little-Known IRA Opportunities You Should Know About
5 Little-Known IRA Opportunities You Should Know About IRAs can be a powerful tool to lower your taxes while helping you save for retirement. Here are 5 little-known opportunities about IRAs that can help you and other family members save even more when contributing...
The Busy Business Owner: Get Back 15 Minutes a Day
The Busy Business Owner: Get Back 15 Minutes a Day Meetings, phone calls, emails, text messages, and water cooler conversations with your employees constantly bombard you as a business owner. Freeing up 15 minutes a day could dramatically improve both your workflow...
Partner With a Tax Expert if the IRS Comes Knocking
Partner With a Tax Expert if the IRS Comes Knocking Sleuthing your way through a tax audit or responding to a letter from the IRS by yourself is not the same as fixing a leaky faucet or changing your oil. Here are reasons to partner with a tax professional as soon as...
Retiring Early Catches on FIRE
Retiring Early Catches on FIRE Is trying to retire in your 30s or 40s the right move for you? Retiring early is an idea that an entire community of people across the United States is putting into action. It even has an official name – Financial Independence Retire...
Ideas to Lower Back-to-School Shopping Costs
Ideas to Lower Back-to-School Shopping Costs With inflation hiking the prices of everything over the past 4 years, and schools asking families to fork over larger and larger sums of money every year to help with shared supplies, the cost of your back-to-school...