Mid-Year Tax Planning Checklist

Published on October 8, 2021

Article Highlights: End of Year Tax Planning Avoiding Unpleasant Surprises Events That Have Tax Consequences…

Read More

Education Credits are for Children? Think again!

Published on September 1, 2021

If you think that education credits are just for sending your children to college, think…

Read More

A recession can be a great time to start or expand your business!

Published on November 10, 2020

It’s safe to say that there are a lot of people worried about an impending…

Read More
Tax Planning Time!

Don’t Miss Out on 2020 Tax-Planning Opportunities

Published on October 28, 2020

Article Highlights: Unemployment Benefits Taxability To Skip or Not Skip the 2020 Required Minimum Distribution…

Read More

Do you qualify for the Simplified PPP Loan-Forgiveness Application?

Published on October 10, 2020

Article Highlights: Paycheck Protection Program Loans Forgiveness Application The Small Business Administration (SBA) The Paycheck…

Read More

Closing 2019 QuickBooks Online?

Published on January 21, 2020

It would be great if you could have closed out your 2019 QuickBooks Online knowing…

Read More

Tuition Gifting Plans

Published on October 16, 2019

Purpose of Qualified Tuition Plans Gift Tax Implications Special Five-Year Election Change of Beneficiary Eligible…

Read More
2019 Taxes look ahead

Looking Ahead – 2019 Taxes

Published on September 26, 2019

You have your 2018 tax return filed, or perhaps on extension, and now it is…

Read More

What is a Virtual CFO?

Published on September 19, 2019

On a basic level, a virtual CFO (or vCFO for short) is exactly what it…

Read More

Is Your Small Business as Profitable as It Can Be? It’s Time to Find Out!

Published on August 20, 2019

There is an excellent chance that even if you’re an expert in your particular industry,…

Read More