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Blog

Woman with long brown hair and a blue and white stripe shirt, child wearing a white top and her hair in a ponytail sits on her lap, working on her laprop in her home.
Posted in: Tax Planning

Is your home office a tax haven? Here are the rules for deductions

September 18, 2024 0

Is your home office a tax haven? Here are the rules for deductions

Working from home has become increasingly common. The U.S. Bureau of Labor Statistics (BLS) reports that about one out of five workers conducts business from […]

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Posted in: Business Planning & Consulting

Help ensure your partnership or LLC complies with tax law

September 17, 2024 0

Help ensure your partnership or LLC complies with tax law

When drafting partnership and LLC operating agreements, various tax issues must be addressed. This is also true of multi-member LLCs that are treated as partnerships […]

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Green freeway sign with the words Profit, and an arrow poiting left, and the word Loss, with an arrow pointing right, over a partially cloudy blue sky
Posted in: Tax Planning

Planning for taxable gains and losses

September 16, 2024 0

Planning for taxable gains and losses

What’s the difference between capital gains and losses and ordinary gains and losses? The classification will have a major impact on your federal income tax obligations when you sell assets, […]

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Posted in: Tax Planning

Top 10 tax breaks to consider to consider on extended returns

September 13, 2024 0

Top 10 tax breaks to consider to consider on extended returns

If you requested an extension for your 2023 federal income tax return, you have until six months from the original due date — October 15, 2024, […]

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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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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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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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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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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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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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