It’s no secret that most people’s New Year resolutions wind up dead in the water long before Valentine’s Day rolls around – but what if the high failure rate is less about human nature and more about ineffective goal-setting technique? In this post, we’ll walk...
Making smart tax choices for life’s biggest changes significantly impacts your net worth and available wealth to provide for your family. We help clients navigate milestones proactively, to make the right tax planning decisions for achieving long-term financial goals....
Whether it’s your first time starting a business or you’re an old pro, making sure you dot your i’s and cross your t’s keeps your new venture in compliance from day one. While this checklist won’t cover every single item on your administrative to-do list, it’s a great...
Scheduling a year-end tax planning meeting presents a fantastic opportunity to strategize and optimize your finances, ensuring that you make the most of available tax-saving opportunities or at a minimum, understand your tax liability for the upcoming season. Here are...
File cabinet filling up and you’re wondering which documents can be fed into the shredder? Here’s a simple guide outlining how long to hold on to the most common financial records. Tax returns Tax returns should be kept for a minimum of 3 years but a maximum of 7....
While every business owner’s situation is unique, learning from the mistakes of others is a great way to begin your journey towards tax efficiency from day one. In this post, we’ll cover the most common tax slipups made by freelancers and solo entrepreneurs. Note: The...
Getting married impacts taxes in many ways, from the forms you need to fill out to new options for tax filing status that weren’t available as single filers. Plus, a number of potential tax benefits are now available, that may apply depending on your situation. To...
Divorces are difficult – and expensive! Don’t make yours even more costly by making your settlement final before consulting a tax professional. Once you sign, it’s too late We often hear clients lament an extra-large tax bill that could have been easily avoided with...
Losing a spouse is one of the most difficult experiences you can go through in life. Along with the grief, pain and uncertainty, recent widows/widowers must also manage legal and financial matters, including complex decisions regarding taxes. Importance of choosing...
Few professions invoke classic generalizations quite like a Certified Public Accountant. You know the ones. An exhausted number cruncher, frantically checking and rechecking figures as they sip black coffee from a white Styrofoam cup with one hand and type wildly into...
