Why do you need financial intelligence to be successful in business?
To be a successful investor, it takes a lot more than good luck. […]
Retirement and Tax Planning
When planning your retirement income, it is important to remember to factor investment gains and expenses when deciding what type of investment vehicles you want to buy. Sometimes an attractive investment appears to be tax efficient, but the fees and expenses might negate the tax benefits. […]
Personal Financial Planning
Personal financial planning is essential in today’s complex economic environment. Creating a personal budget, setting up tax planning, creating a savings plan and account, and addressing debts through the establishment of a debt management plan are critical components. There are often many dynamic factors that are difficult to control and having a finger on the [...]
The Basics of Non-Profit Organization Taxes
Non-profit – or NPO or Not-for-Profit (or charity) – organizations are institutions or foundations that dedicate their efforts to and advocate for a particular social cause. According to recent figures there are over a million and a half registered NPOs in the United States and contributions totaled nearly $360 billion. Non-profits are usually registered with [...]
Benefits of a Professional Tax Preparer
No matter how many times the tax laws for homeowners and businesses have been simplified, it’s obvious that in a nation of 350 million people with tens of thousands of small, medium and large businesses and corporations there are bound to be some complications. Better to acknowledge this reality and use it as the basis [...]
Strategy Consulting in a New Decade
With each new decade ushered in, the ability to maneuver the increasingly sophisticated financial terrain becomes ever more challenging. Even half a century ago, startups required nothing more than a garage and some moxie. Now, organizations of all sizes require greater reflection and consultation in their decision-making across their operational landscape to better ensure profitability. [...]
A Primer on Financial Statements
Financial statements are the lifeblood of a company. They outline the fiscal health of a business by showing the income taken in and laid out (income statements and cash flow), the outcomes of this activity (balance sheet), and if the business has investors – then a statement of their equity. The latter will be the [...]
New Year’s Resolutions for the Small Business
There are few things that inspire resolve to do ‘better’ in your personal and professional life than the start of a new year. Often, one of the most important commitments is to achieve financial security in the upcoming twelve months. What follows are some steps to achieve economic stability at home and at work – [...]
What a Small Business Consulting Firm can do for You
There are many examples of entrepreneurs who came up with a great idea and pursued it to success. While focus and good old-fashioned hard work may seem to be all that you would need to see an idea blossom – in fact it is much more involved than that! Getting your invention or service off [...]
End-of-the-Year Smart Money Moves
Before you immerse yourself fully in the spirit of the holidays, take some time to review your finances and ensure you can enjoy this time worry-free. Here are a few suggestions that should make your holiday merrier! […]