Category Archives: Taxes
Never Too Early: How to Plan for the 2019 Tax Season
How did April 15 go for you? Was your tax bill in the ballpark or was it a big surprise? Most financial decisions have tax impacts. You can ignore them or plan ahead, but we highly suggest tax planning for … Continue reading
10 Smart Ways to Use Your Tax Refund
It’s that time of the year when tax preparers and CPAs are busy preparing tax returns and their families are left to fend for themselves. In past years, about three-quarters of tax filers got an average refund of $3,000. This … Continue reading
Get an Early Jump on Charitable Giving
Were Americans as generous with their charitable giving in 2018? A record $410 billion dollars was given by individuals in 2017, according to Giving USA. Two factors may reduce giving: the recent income tax cuts and a rough-and-tumble December for investors. However, … Continue reading
Crossing the Rubicon
The triumphant Julius Caesar stood on the northern banks of the Gaul River with his army. He agonized over his next move. Caesar had expanded the borders of the Republic into modern France, Spain and Britain in a decade long … Continue reading
Tax Reform and Impacts to Business Owners
March Madness can be unpredictable, just like life. And Americans like to root for the underdog. Many Cinderella teams have captured our hearts since the first NCAA tournament in 1939. North Carolina State was a 6 seed that won it … Continue reading
Tariffs, Inflation and Tax Time
Life isn’t easy, simple or smooth. March is Women’s History Month which recognizes great contributions women have made to our country. Elizabeth Blackwell was the first women to graduate from medical school in 1849 and is recognized as our first … Continue reading
Why Isn’t There a Hug Your CPA Day?
Some surprises bring great joy – a call from an old friend, a door opened, or an unsolicited “You’re awesome!” But walking into your CPA’s office and saying “Oh, one more thing… Did I tell you about something that happened last year?” is … Continue reading
Changing Your Game with Trump Cards on the Table
We’re taught two “don’ts” – don’t talk politics and don’t throw stones. However, we have a new reality, and for many, Trump’s victory was a surprise. Client conversations involve the elephant in the room – “What changes should we make” … Continue reading
Give Your CPA a Heads Up
Some surprises bring great joy – a call from an old friend, a door opened, or an unsolicited “You’re awesome!” But walking into your CPA’s office and saying “Oh, one more thing… Did I tell you about a little thing … Continue reading
Lessons from the Titanic
The magnificent ship failed to reach her destination. Consider the valuable lessons from the disaster that claimed more than 1,500 lives – • Moderation versus full speed ahead • Illusive goal of invincibility • Challenges may loom larger than what … Continue reading
