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Tips

The final five years leading up to your retirement offer you final chances for solidifying your financial security, ensuring you can enjoy your later years without financial worry. This period is an opportunity to make strategic decisions with expert advice from your CPA to maximize retirement readiness.

Posted May 22, 2024
Business Strategies

In a time when technology dominates every sector, cybersecurity has become a serious concern for businesses of all types and all sizes. No matter what kind of business you’re in, you need to harden your systems to help thwart hacker breaches. These tips listed below are not just best practice, but necessity. Cyber threats are real.

Posted May 14, 2024
Business Tips

Deciphering IRS rules on business travel deductions is critical for reducing tax liability effectively and maintaining compliance. Thankfully, you can rely on your CPA to do this work. But you should have an idea of what allowable deductions for business travel are, so you can maximize them to their fullest advantage.

Posted May 6, 2024
Tips

In today's increasingly competitive job market, a college education is often seen as essential for securing a prosperous future. As a result, parents are under immense pressure to save for their children's higher education expenses.

Posted April 26, 2024
Tips

Your credit report and score are always evolving. They reflect your record of paying debts on time, over time. Even if you had great credit in the past, it may be that your credit has suffered, and your score’s taken a nosedive.

Posted April 18, 2024
Money saving tips

As people approach retirement, maximizing savings becomes paramount to ensure financial security and peace of mind during the golden years.

Posted April 10, 2024
IRS Problems

No one wants to be audited by the IRS. Sometimes IRS audits are warranted and other times they simply happen to people who really didn’t deserve it. However, there are ways to minimize your risk of an IRS audit. Here are nine to keep in mind as you organize your finances and work with your CPA.

1. File Accurate Returns

Posted April 2, 2024
Tax Tips

Renting out a vacation home can be a lucrative venture, but it comes with a complex set of tax rules that homeowners must navigate to remain compliant and maximize their financial benefits.

Posted March 28, 2024
Business Analysis

When traveling for business, understanding what constitutes allowable business deductions can significantly impact the financial health of your business.

Posted March 20, 2024
Business Tips

As a business owner, it’s likely that you have one or more vehicles that you use for business purposes, either full-time or part-time. The IRS offers business deductions for business vehicle use, but it’s important to know the rules, so you can get the most out of the potential deductions.

Posted March 12, 2024