Taxes

Financial New Year’s Resolutions

One of the most rewarding opportunities that we face from one year to the next is the chance to create new habits that will benefit our lives. Yes, I am talking about making New Year’s resolutions! It is a temptation that few of us resist if you believe the research. It is purported that as [...]

By |2021-01-13T00:40:56+00:00January 13th, 2021|Blog, Finances|0 Comments

A QuickBooks Primer for New Customers

It is not uncommon for financial consulting groups to provide QuickBooks in their breadth of services. If you are new to the world of business and just beginning to find your way through the wealth of documents and materials that you are required to maintain then this blog is meant for you. […]

By |2020-12-14T19:52:26+00:00December 14th, 2020|Blog, Quickbooks|0 Comments

Profitable Strategies for 2021

A wise money manager pays attention to their finances on a daily basis – even if they utilize the services of a financial advisor or consulting group. At the same time, it is a good idea to look ahead for future growth opportunities. The year 2020 has been a challenge for almost everyone. It may [...]

By |2020-11-16T05:43:07+00:00November 16th, 2020|Blog, Finances|0 Comments

Suggestions for Increasing Personal Financial Security

The term ‘adulting’ means to adopt habits to help you create and maintain a long-term lifestyle of your choosing while acting responsibly as an ‘adult’. One of the most important actions you can take to meet this goal is to create short and long-term personal financial plans. What follows are some valuable suggestions for moving [...]

By |2020-10-17T03:01:18+00:00October 17th, 2020|Blog, Finances|0 Comments

Financial planning is essential for business success

It takes more than good luck to achieve business success: financial planning is the key. It is common to set goals that we want to achieve in the short, medium, and long term. That happens not only in our personal life but also in business. A very useful tool to help us achieve business success [...]

By |2020-09-14T23:18:13+00:00September 14th, 2020|Blog, Finances|0 Comments

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. […]

By |2020-07-30T23:58:45+00:00July 30th, 2020|Blog, Personal Taxes|0 Comments

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 [...]

By |2020-06-15T20:16:03+00:00June 15th, 2020|Blog, Finances|0 Comments

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 [...]

By |2020-05-13T02:13:07+00:00May 13th, 2020|Blog|0 Comments

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 [...]

By |2020-04-13T21:15:20+00:00April 13th, 2020|Blog, Finances|0 Comments
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