Sep 7, 2018 | Business, Uncategorized
Minimize Your Tax Bill with Your Charitable Work September 20, 2018 How To Get A Tax Break If you do volunteer work for a charitable organization and have not kept track of your out-of-pocket expenses, you might be passing up an excellent opportunity to lower your...
Sep 7, 2018 | Tax, Uncategorized
Is a Tax Surprise Waiting for You? September 12, 2018 Often lost in the excitement of large-scale tax change is how they can negatively impact some individual situations. Check out the questions below to see if you might be in for a tax surprise this year. Will You...
Sep 6, 2018 | Business, Uncategorized
Succession Planning for Business Owners September 25, 2019 Succession planning is very important for business owners, especially those with a family-owned business. Before you sit down with your tax and legal advisors to draw up a succession plan, you should...
Sep 6, 2018 | Tax, Uncategorized
Record Keeping for Tax Purposes September 18, 2018 Tax law change can be good — but it can also be messy. Make sure you’re keeping track of everything you need for the 2018 tax season (and beyond) using these pro-approved tips: 1. Create A Separate Bank Account...
Sep 4, 2018 | Savings, Uncategorized
Give Your Credit Score a Boost September 6, 2018 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 one way or another. Here are some...
Aug 2, 2018 | Savings, Uncategorized
Ideas to Improve Your Financial Health August 6, 2018 1. Create a safety net. Plan to have a minimum savings balance to cover at least three months’ of expenses (ideally, this should be six to 12 months). If your reserves are light, start saving now. Even if it...
