RSS Feed Take a look at our recent blog posts and client newsletter articles. en-us Fri, 01 Oct 2021 09:00:00 -0500 Fri, 01 Oct 2021 09:00:00 -0500 Use These Strategies To Pass on Wealth to Heirs Low interest rates and a volatile stock market create additional opportunities for wealthy individuals to transfer money to heirs tax-free. Fri, 01 Oct 2021 09:00:00 -0500 Small Business: Tips for Ensuring Financial Success Learn how cost accounting helps you make smarter business decisions and lead you to financial success. Fri, 01 Oct 2021 09:00:00 -0500 Marginal vs. Effective Tax Rates Understanding marginal and effective tax rates is important for tax planning purposes, but many taxpayers don't fully understand the difference. Fri, 01 Oct 2021 09:00:00 -0500 If You Receive an IRS Letter or Notice The IRS sends millions of letters and notices to taxpayers for a variety of reasons. Many of these letters and notices can be dealt with without calling or visiting an IRS office. Fri, 01 Oct 2021 09:00:00 -0500 Defer Capital Gains Using Like-Kind Exchanges If real estate's your game, did you know that it's possible to defer capital gains by taking advantage of a Section 1031 exchange that allows you to swap investment property on a tax-deferred basis? Fri, 01 Oct 2021 09:00:00 -0500 What Is a Designated Roth Account? If you are a high-income earner who participates in a 401(k), 403(b), or governmental 457(b) retirement plan that has a designated Roth account, making contributions to that account could be a smart move. Wed, 01 Sep 2021 09:00:00 -0500 Verifying Your Identity When Calling the IRS If you need to contact the IRS, you will be asked to verify your identity. Here's what you need to know before you call. Wed, 01 Sep 2021 09:00:00 -0500 Tax Rules for Divorce and Alimony Payments Tax rules regarding divorce and separation can and do change - as they recently did under tax reform - and the last thing on anyone's mind during a divorce or separation is its effect on their tax situation. Wed, 01 Sep 2021 09:00:00 -0500 Tax Relief for Those Affected by Natural Disasters Tax relief may be available if you've been affected by a natural disaster this year, but only if you meet certain conditions. Wed, 01 Sep 2021 09:00:00 -0500 Six Things To Know Before You Start a Business Starting your own business is an exciting prospect, but there is more to it than simply writing a business plan. Wed, 01 Sep 2021 09:00:00 -0500 The Compound Effect Mon, 06 Jul 2020 09:00:00 -0500 CARES Act Stimulus: How to Invest $1,000 Curious about the best ways to invest your stimulus? We'll show you how to get started on your investing journey. Sat, 27 Jun 2020 09:00:00 -0500 Agriculture Business During COVID-19 How to apply for an SBA Loan if you in the agriculture industry, or any other. The SBA Economic Injury Disaster Loan is open for applications. Thu, 11 Jun 2020 09:00:00 -0500 Burdens of a Dream Synopsis and review of "Burdens of a Dream" by Craig M. Chavis, Jr. from the Gresham Financial Book Club. Fri, 01 May 2020 09:00:00 -0500 How to Apply for the SBA Economic Injury Disaster Loan A simple breakdown of the SBA Economic Injury Disaster Loan details and how you can apply for you small business. Mon, 20 Apr 2020 09:00:00 -0500 How to Apply for the Paycheck Protection Program SBA 7(a) Loan Walk through of how to apply for the SBA 7(a) loan as part of the Paycheck Protection Program (PPP) Mon, 20 Apr 2020 09:00:00 -0500 Families First Act Tax Credits How to leverage the Families First Act for the Coronavirus (COVID-19) crisis to assist your business and your family. Sun, 19 Apr 2020 09:00:00 -0500 How to Pay for College Without Student Loans A creative way to pay for college without student loans Wed, 25 Mar 2020 09:00:00 -0500 Spring Tax Season Fri, 22 Mar 2019 09:00:00 -0500 Resolved to Grow Setting yearly goals are vital for businesses. What are your plans for growth in 2019? Thu, 17 Jan 2019 09:00:00 -0600 Starting Out Why I started my own business Wed, 19 Dec 2018 09:00:00 -0600 Investing Time Fri, 30 Nov 2018 09:00:00 -0600