Insights from Your Trusted Financial Partner

  • Business Success Stories > The explosive growth of Zoom

      Video conferencing in and of itself is certainly nothing new. It's been around in some form or another for decades — businesses used it for remo...
  • Complications to the IRA to Charity Distribution Provision

      Article Highlights IRA Contribution Age Restrictions Removed Required Minimum Distributions Qualified Charitable Distribution Tax Trap   Indiv...
  • Our Olympic Champs Get a Tax Break

      Article Highlights: Olympians’ Prize Money Who Gets Taxed? Gold Medals Aren’t Solid Gold Value of Medals if Sold You may not realize this, but...
  • Tax Breaks for Grandparents

        Article Highlights: Head of household filing status Earned income tax credit Child tax credit  Child care credit for certain working grandpar...
  • How to Use QuickBooks' New Customer Groups

      You can now create groups of customers and automate the process of sending payment reminders. QuickBooks has a new set of tools that can help yo...
  • Here’s What Happened in the World of Small Business in August 2021

      Here are five things that happened this past month that affect your small business.  1) The Senate passed a $1.2T infrastructure package.At the...
  • When Is Your Business No Longer a “Startup”?

      Where’s a specific sensibility and respect that gets attached to businesses that are referred to as “startups.” There’s a general feeling of ris...
  • Oatly: A Shining Example of What an Entrepreneur Can Accomplish

      According to one recent study, plant-based foods are now available in about 53% of households in the United States. Roughly 35% of Americans say...
  • Consumers Lost Over $500 million Due to Covid-related Fraud

      It will be many years before we have a full understanding of what COVID-19 cost us as a society. But as that information is incrementally collec...
  • Small Businesses: Here’s How the U.S. Supreme Court Wayfair Decision Affects You

      If you are a small business owner, chances are good you’re paying more attention to your accounts receivables and deliverables than to a three-y...
  • Mid-Year Tax Planning Checklist

      Article Highlights: Mid-Year Planning Avoiding Unpleasant Surprises Events That Have Tax Consequences  All too often, taxpayers wait until af...
  • A Basic Guide to Taxes for Freelance Writers and Self-Published Authors

      An increasing number of Americans have either left the corporate world entirely or are supplementing their income by freelancing. There are many...