Knowledge and Tools for Your Success
What’s in Your Forecast?
Predicting Sales Based on Historical Data and Market Trends Sales and revenue are the lifeblood of any for-profit business, and […]
Latest resources
Your Marketing Playbook
Assessing and Adjusting Your Game Plan Based on Performance Metrics In the hypercompetitive modern business environment, a company’s success can […]
Remember… the IRS made changes this year
Key items were adjusted for inflation. Here’s a quick summary: The IRS regularly updates rules and guidance that impact individuals […]
Tax Preparation Checklist for the New Year
Time to start the process—tax time has begun! After celebrating—and hopefully recovering from—the arrival of the new year, it’s time […]
The Gifts that Give Back
Charitable Giving Tax Deductions: Maximizing Your Generosity and Your Tax Savings Charitable giving is a powerful way to make a […]
Estate Planning Basics:
Building a Secure Future for Your Loved Ones Estate planning is a critical step in ensuring your assets are distributed […]
An Attitude of Gratitude
Reflections from Our Team As Thanksgiving approaches, many of us are naturally drawn to reflect on the year with a […]
Tax Deductions and Tax Credits: Understanding the Difference
As we begin the final sprint to the end of the fiscal year, it’s important to have a clear understanding […]
The Presidential Election, The Economy and You: What to Expect the Day After
Unless you’ve been living under a rock—and believe us, we’d understand if you chose to do so—you’re aware that we’re […]
Tax Deductions and Tax Credits: Understanding the Difference
As we begin the final sprint to the end of the fiscal year, it’s important to have a clear understanding […]
The Presidential Election, The Economy and You: What to Expect the Day After
Unless you’ve been living under a rock—and believe us, we’d understand if you chose to do so—you’re aware that we’re […]
Getting a Jump on Small Businesses Year-End Tax Planning
While the end of the year might seem far off, September is actually a great time for small business owners […]
Fall Tax Facts, Tips and Deadlines
As we round the turn into autumn, tax deadlines come into view. (Exciting, right?) Whether you’re an entrepreneur, a freelancer, […]
Back-to-School Financial Tips for College Students: A Guide to Smart Money Management
As college students prepare to head back to school, it’s important to focus not only on academic success but also […]
Life and Taxes: Tax Planning for Marriage, Divorce, Birth, and Death
Each of life’s major milestones brings unique joys and challenges. In addition to profound personal impact, events such as marriage, […]
Leasing vs Buying Business Equipment
Buying vs leasing equipment: Tax implications for business owners When it comes to acquiring equipment for your business, deciding whether […]
Business Travel Deductions
Picking up the check? Here are some tips! An entrepreneur’s guide to business entertainment and travel deductions One category of […]
Strategically Balancing Your Investment Portfolio: A Guide to Financial Success
Understanding Asset Allocation Asset allocation is the process of dividing your investment portfolio among different asset categories, such as stocks, […]
Can I Claim Deductions for Dog Care Expenses?
Personal Pet Expenses: Generally Non-Deductible For the average pet owner, the costs associated with dog care—such as food, grooming, veterinary […]
Long-term Care: Options and Safety Nets
Understanding Long-term Care Long-term care involves a variety of services that support people in their activities of daily living (ADLs). […]
Owning a Second Home: Does It Make Sense for You?
Assess Your Financial Situation and Goals The first step in determining whether owning a second home is feasible is to […]
Insurance Basics: What Kind and How Much Do I Need?
Understanding the Different Types of Insurance There are several types of insurance, each designed to protect different aspects of your […]
Home Ownership vs. Renting: Which Is Right for You?
The Case for Home Ownership 1. Building Equity One of the primary benefits of home ownership is the opportunity to […]
Plugging the Money Leak: Getting a Handle on Subscription Services
1. Conduct a Subscription Audit The first step in managing subscriptions is understanding what you’re subscribed to. This involves conducting […]
Points Pointers: Navigating Credit Card Rewards Programs
While there are indeed valuable benefits to be earned, navigating the complex landscape of credit card rewards requires some thoughtful […]
Self-Care for Small Business Owners: A Guide to Thriving, Not Just Surviving
The Importance of Self-Care It’s impossible to overstate the significance of self-care for a business owner. Here are just a […]
Claiming Tax Deductions for Volunteer Work: A Comprehensive Guide
Understanding Volunteer-Related Tax Deductions The IRS allows taxpayers to deduct certain out-of-pocket expenses incurred while performing volunteer work for a […]
Coping with Unexpected Medical Expenses: Strategies for Financial Stability
1. Build an Emergency Fund One of the most crucial steps in preparing for unexpected medical expenses is establishing an […]
Auto Leasing vs. Buying: Which Makes More Sense?
The Case for Leasing First, let’s look at leasing. Here are a few considerations in favor of choosing to lease, […]
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