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From Our Blog
Did you know that there are still some key tax transactions you can make to reduce the taxes you owe and put you in a better position when filing your return? We have some tips to help you learn more—and please reach out to our team for additional insights that could save you even more this tax season. Rev up your retirement accounts A key tax-saving move is to [...]
5 Choices That Waste Your Tax Refund The average tax refund is around $3,000; that's a nice chunk of change! However, it's a dilemma every year for many folks. Should you invest it? Should you enjoy it? While there are several good ideas on how to put that money to use, let's look at several things that it’s best to avoid: Spend it all on an insignificant purchase. You [...]
An attitude of gratitude 20 things to be thankful for this year When is the last time you thought about what you’re most thankful for? If you’re like most of us, it was probably last Thanksgiving. But even crazy and chaotic years have their points of light, so here’s a handy list to help prepare yourself in case you’re put on the spot at this year’s Thanksgiving dinner. [...]
Whether personal or business-related, the holidays are a popular time to give and receive financial gifts. It's important to keep the tax rules in mind since they can affect both the giver and recipient. We have some information to help you navigate the naughty and nice list for cash and investment gifts (and remember to visit irs.gov for the most current information). As defined by the IRS, gifts include [...]
Tax-Saving Tips for Small Businesses Personal taxes can be complicated. Business taxes can be even more difficult. If you own a small business, tax time can be challenging. The livelihood of any company is at least partially dependent on its ability to minimize its tax liability while meeting the requirements of the IRS. While taxes are rarely enjoyable or interesting topics, they’re a part of any business owner’s life. [...]
The past year has been a whirlwind for everyone, particularly businesses impacted by COVID-19. While it's been a challenge to adapt and navigate through so many uncertainties and changes, the pandemic has also brought new and exciting opportunities for businesses willing to adapt. Here are some key business trends to be aware of as you work to optimize business results in this new environment. E-commerce is booming While online [...]