Insights from Your Trusted Financial Partner

  • The Importance of a Well-Oiled Accounting Function

    Though it’s natural for management to focus on its profit-making areas, the importance of a sound accounting foundation to support the operation c...
  • The Art of Running a Successful Family Business: Breaking Things Down

    At its core, a family business is exactly what it sounds like: a company or other enterprise owned, operated, and actively managed by at least two...
  • Higher Income Individuals Beware

    Article Highlights: Increase in Corporate Tax Rate Increase in Top Marginal Individual Income Tax Rate Increase in Capital Gains Rate for Certain...
  • Should You Get an IRS Identity Protection PIN?

    Article Highlights: What is an IP PIN? Social Security Number  IP PIN Program Expansion How the IP PIN is Used Annual Number  Applying for an IP ...
  • What You Need to Know About the IRS and Tax Audits

    The IRS has long been a bogeyman for the American public, and there’s good reason for that. They have the unique ability to do what few other cre...
  • Post-Pandemic Savings Burning a Hole in Your Pocket?

    Not to overstate the obvious, but the last 18 months have seen major modifications in the ways that most Americans spent their money. Without the ...
  • Were You Affected by a Disaster Loss?

      Article Highlights:  Disaster Losses Extension of Filing Due Dates Hurricane Ida California Wildfires Elections Net Operating Loss Possible Gain...
  • 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...