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Blog

Family,business,meeting, Husband, wife, and son gathered around a laptop
Posted in: Financial Planning

8 Steps toward enhanced financial security

September 12, 2024 0

8 Steps toward enhanced financial security

During uncertain times, you may be concerned about the effects world events will have on your financial affairs. Of course, there are no absolute guarantees of […]

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Successful,team.,handsome,and,cheerful,mature,business,man,in,formal
Posted in: Business Planning & Consulting

Which leadership skills are essential to strategic planning?

September 11, 2024 0

Which leadership skills are essential to strategic planning?

To help ensure continued stability and profitability, businesses need to engage in some form of strategic planning. A recent survey by insurance giant Travelers drives […]

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Red electric car being charged by a blue charger
Posted in: Tax Planning

Understanding the $7,500 federal tax credit for buying an electric vehicle

September 10, 2024 0

Understanding the $7,500 federal tax credit for buying an electric vehicle

Electric vehicles (EVs) have become increasingly popular. According to Kelley Blue Book estimates, the EV share of the vehicle market in the U.S. was 7.6% […]

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Signs, ,, ,on,asphalt,road,highway,with,overcast,sky
Posted in: Tax Planning

It’s time for your small business to think about year-end tax planning

September 9, 2024 0

It’s time for your small business to think about year-end tax planning

With Labor Day in the rearview mirror, it’s time to take proactive steps that may help lower your small business’s taxes for this year and […]

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Financial,planning,concept,.,word,of,budget,word,on,wooden
Posted in: Business Planning & Consulting

6 key elements of a business budget

September 6, 2024 0

6 key elements of a business budget

Every business needs a budget, but not every budget looks the same. Some companies have intricately detailed ones, others rely on simple templates generated with […]

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Wooden desk with a calculator and a stack of $100 bills on it. A black piece of papaer with the phrase TAX-FREE is on top fo the money.
Posted in: Tax Planning

6 tax-free income opportunities

September 5, 2024 0

6 tax-free income opportunities

Believe it or not, there are ways to collect tax-free income and gains. Here are some of the best opportunities to put money in your […]

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Llc.,limited,liability,company.,business,industry,concept
Posted in: Business Planning & Consulting

Reasons an LLC might be the ideal choice for your small to medium-size business

September 4, 2024 0

Reasons an LLC might be the ideal choice for your small to medium-size business

Choosing the right business entity is a key decision for any business. The entity you pick can affect your tax bill, your personal liability and […]

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Handwritten,brand,audit,report,on,the,black,piece,of,paper.
Posted in: Marketing

Brand audits can help companies in a variety of ways

August 28, 2024 0

Brand audits can help companies in a variety of ways

A strong brand can help boost revenue, while a weaker one may reduce sales opportunities and stifle growth. Like many business owners, you’ve probably spent […]

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man in a blue shirt and blue tie holding a brown wrapped box with al illustration of a white megaphone
Posted in: Tax Planning

Are you liable for two additional taxes on your income?

August 27, 2024 0

Are you liable for two additional taxes on your income?

Having a high income may mean you owe two extra taxes: the 3.8% net investment income tax (NIIT) and a 0.9% additional Medicare tax on […]

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Teamwork,of,business,people,work,together,and,combine,pieces,of
Posted in: Tax Planning

Navigating tax complexities: Craft partnership agreements and LLC operating agreements with precision

August 26, 2024 0

Navigating tax complexities: Craft partnership agreements and LLC operating agreements with precision

Partnerships are often used for business and investment activities. So are multi-member LLCs that are treated as partnerships for tax purposes. A major reason is […]

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Group Of Professional In An Office Having A Meeting
Posted in: Tax Planning

Business Owners: Failure to Substantiate Donations Can Be Costly

August 23, 2024 0

Business Owners: Failure to Substantiate Donations Can Be Costly

Charitable donations can provide businesses with significant tax savings. But for gifts over a certain amount, they must obtain a contemporaneous written acknowledgement of their donations […]

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Young man and woman sitting at a desk looking at their laptop
Posted in: Employee Relations

Identify and Nurture High-Potential Employees

August 22, 2024 0

Identify and Nurture High-Potential Employees

Which employees have the highest potential? The answer isn’t always obvious. Sometimes, these workers are early in their careers, and other times they’re farther along. It’s […]

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