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Business Disaster Recovery Plan Essentials

Categories: Tax Tips
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A pencil stopping falling dominos

Irish writer Oscar Wilde advised us to “expect the unexpected.” He would have made a good disaster planner. Small businesses are the most impacted because they do not usually have Read more

6 Must-Dos When You Donate To Charity

Categories: Tax Tips
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a hand placing coins in a jar

Donations are a great way to give to a deserving charity, and they also give back in the form of a tax deduction. Unfortunately, charitable donations are under scrutiny by Read more

The Equifax Breach and You: Be Proactive

Categories: Miscellaneous
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a man in a hoodie breaking into computer

Earlier this year, hackers were able to breach the security of Equifax, one of the three national credit reporting agencies. More than 143 million Americans – nearly half the entire Read more

Business Tax: Time To Consider Section 179?

Categories: Tax Tips
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person preparing taxes

Section 179 expensing can be a very powerful tax-planning tool for small- and medium-sized businesses acquiring capital assets. While it doesn’t change the amount of depreciation you can take over Read more

How To Fix Your Overfunded Account

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piggybank savings

Is socking away large sums in a tax-deferred retirement account ever a bad idea? It is when you exceed the annual IRS limits. An intentional or not, the penalties can Read more

Renew Your ITIN Now

Categories: Tax Tips
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Taxpayer Identification Number Form

If you have an Individual Taxpayer Identification Number (ITIN) rather than a Social Security number (SSN) you may need to take action or you’ll be unable to file a tax Read more

5 Tax-loss Harvesting Tips

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tax forms

Though the markets have been up strongly this year, your investment portfolio may have a few lemons in it. By using the tax strategy of tax-loss harvesting, you may be Read more

Avoid These Common Tax Mistakes

Categories: Tax Information
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tax forms

There are nearly 1,000 different tax forms used by the IRS to report tax obligations. It’s no wonder the IRS faces thousands of tax returns with errors each year. Here Read more

Business Planning: The Hourglass Approach

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Hourglass

When it comes to annual planning, businesses often spend too much time on the planning process or too little because they are busy with day-to-day operations. There’s a simple method Read more