Who Needs a Business Valuation?

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Do you know what your business is worth? If you’re like many business owners, the answer to this question is probably “no.”

Five Great Banking Tips

banking tips

There are aggravating practices at many banks that drive us crazy or cost us money. Here are five tips to get more out of your bank and pay less.

What to do When a Loved One Dies?

mourning family

We’re here to help during this difficult time. Should you have additional questions about what to do after a loved one has passed, contact us.

What Is a Capital Gain Distribution?

You receive a taxable gain statement at the end of the year, but you didn’t sell any investments. How can this be? Typically, mutual funds buy and sell stocks or bonds throughout the year. Each time the fund sells an investment, its owners owe tax on their share of any gain. At the end of […]

Tax Software: Is it the Best Way to Go?

Some popular tax preparation software is relatively inexpensive, but what does using software to prepare your taxes really cost you? Missed deductions and tax credits, improper or overlooked tax elections, unnecessary penalties, and neglected long-term tax planning can be very expensive. Are you familiar with the rules and qualified to tackle your taxes by yourself? […]

What’s New in Taxes in 2021

In addition to the planning changes in tax benefit phaseouts and other cost of living (COLA) adjustments, here are changes to the tax code for 2021. For Individuals Tuition and Fees Deduction eliminated. This oft-expired tax break is now permanently closed. Lifetime Learning Credit phaseouts increase dramatically. To help reduce the impact of the elimination […]

Give Your Children the Financial Education They Need

Father & Son with Money

Most parents, at one time or another, have asked their teenaged child, “Do you think that money grows on trees?” While the question is just a common expression, it hits at an underlying truth. Children on the verge of adulthood often don’t have a clue about financial matters. For instance, can you honestly say that […]