Blog

Blog

Blog

Deferred Comp Plans: Rewarding Talent Today

A flexible method of providing additional compensation to your key people It’s hard for small businesses to stay competitive today. Competition for the best and […]

Tax Benefits of Charitable Planning

When you donate to a charity, you want to know that your donation is going to its highest and best purpose—which means minimizing the tax […]

Choosing a Retirement Plan for Your Business

A retirement plan can help your business attract and retain employees. SEP IRA The Simplified Employee Pension (SEP) is an IRA-based plan funded solely by […]

Business Contingency Planning for Small Business Owners

There comes a point in time when almost every small business owner contemplates the future of his or her business. Because “the business” typically is […]

Tax Identity Theft Awareness – Protecting Yourself from Tax Identity Theft

Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own […]

Tips for Organizing Your Financial Documents

In an increasingly paper-free society, organizing your financial documents can still be a challenge. No matter how simple or complex your financial picture might be, […]

Three Tax Strategies Everyone Should Consider

Contribute More to Your Retirement Accounts A great way to limit tax liability while boosting retirement savings is maximizing annual contributions to pre-tax retirement accounts. […]

End of Year (EOY) Deadlines Checklist

2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don’t change much, if at all. […]

Business Contingency Planning for Small Business Owners

There comes a point in time when almost every small business owner contemplates the future of his or her business. Because “the business” typically is […]

Creating a Business Plan for Entrepreneurs

Want to be your own boss? Ready to turn your hobby into a career? Got a great idea and thinking about launching a business? If […]