Resources

5 Annual Tax Essentials

Categories: Tax Tips
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TAX written on blocks next to a calculator

The more things change the more they stay the same. This is especially true when it comes to reviewing your tax situation. Mark your calendar to review these essential items Read more

Fraud? Negligence? Know the Difference!

Categories: Miscellaneous
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Man holding magnifying glass over bills with calculator

Each year the IRS opens thousands of investigations looking for possible tax fraud. In 2017 alone, the Criminal Investigation (CI) arm of the IRS identified $2.5 billion in potential tax Read more

Hustling for Extra Income

Categories: Miscellaneous
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Woman sitting at laptop using calculator

Conduct an online search of the phrase “side hustle” and you will find websites with countless ideas on how you can make some money on the side. The ideas range Read more

Keys to Creating a Satisfying Retirement

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Happy retired man sitting and smiling

You’ve done your retirement homework. Your assets are reviewed, you know your financial needs, and your retirement tax plan is in place. Are you ready to enjoy retirement? Probably, but Read more

Time to Launch Your Tax Strategy

Categories: Tax Tips
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Pen and calculator laying on top of receipts

Consider conducting a final tax planning review now to see if you can still take actions to minimize your taxes this year. Here are some ideas to get you started. Read more

Hedging Against a Trade War

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Road sign that says Trade War

As a small business owner, the words “trade war” and “tariff” can be unsettling. When cost uncertainty is on the horizon, you will want to be prepared as much as Read more

Give your Credit Score a Boost

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Man using laptop and cellphone to check his credit report

Your credit score is one of the most important aspects of your financial health. It is used by potential lenders, landlords and even employers to analyze your financial situation in Read more

Combat Employee Turnover

Categories: Miscellaneous
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Young woman handshaking with a manager

With unemployment at historically low rates, retaining employees is harder than ever. Here are some tips to help your business maintain a thriving workforce: Invest in current employees. One of Read more