Articles

Tax Strategies

With the holidays fast approaching, many people are looking for ways to combine their desire to help the causes they believe in along with their desire to save on taxes. For the charitably inclined, there are strategic ways of giving that can accomplish both goals.

Posted December 11, 2017
Business Analysis

Clients (and accountants) are human whether we like it or not. And as we know, humans make mistakes. Identifying and fixing financial mistakes is a large part of the effort expended by clients and accountants. An analysis of these efforts make up the crux of this article.

Posted December 4, 2017
Business Tips

As noted in recent reports, current US Generally Accepted Accounting Principles (GAAP) as prescribed by Accounting S

Posted November 29, 2017
Tax Planning

On September 27, 2017, the Trump Administration and select Republican members of Congress released a “unified framework” for tax reform.

Posted November 21, 2017
Tax Tips

As the IRS has noted in its alerts to the public, a variety of different tax scams continue to rob people of millions of dollars and trick them into handing over sensitive personal information.

Posted November 14, 2017
Budgeting Tips

The decision of when to draw social security benefits can have a lifelong impact on one’s ability to have sufficient enough funds to afford retirement. For too many retirees, an insufficient social security nest egg is all they have.

Posted November 6, 2017
Tips

In recent days the world has become familiar with perhaps the largest data breach event ever known to humanity. I’m referring, of course, to the Equifax data breach.

Posted October 27, 2017
Business Tips

What is a foreclosure?

Posted October 19, 2017
Tax Tips

An adoption tax credit is a tax credit offered to adoptive parents to encourage adoption.

Posted October 10, 2017
Business Performance

What is a workflow?

Posted October 4, 2017