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TAX SAVING MOVES--BEFORE THE HAMMER DROPS

Monday, June 05

Just like that, June is in full swing, and we find ourselves in that early-summer stretch where kids are out of school and our minds are on vacation before our bodies. I say, enjoy the summer slowly. It has its place in a healthy life calendar — to rest and prepare for the road ahead. And while y...


Protecting your business, Part-2

Monday, May 22

Memorial Day is next week. The unofficial start of summer. I like to remember that when things are unpredictable and even a bit hairy (like a shifty economy, bank failures, debt ceiling crisis), normal life still goes on. People will still prep their grills. They’ll whip up their mom’s potato sa...


Focus on what you CAN control

Monday, May 22

Crisis is a word that gets used a lot these days. Especially in headlines. It’s loaded with meaning… and feelings. These days you might find yourself spinning out with something like panic, dread, fear, anxiety, and any variety of mental/emotional swirls. Worse, it can get you caught up in an “u...


Back to the beginning of being in business

Monday, May 22

Starting a business is an exciting (and scary) step. Initially, you were equipped with a vision, some basic business know-how, and a plan. You also likely understood that you had tax obligations (you’re a taxpayer after all). However… having a general idea and knowing the specifics are two very ...


Learning from the past about bouncing BANKS

Tuesday, May 16

Now, I know that I recently started talking about the new FinCEN reporting requirement and promised a part two… which I’ll absolutely get to in an upcoming blog. But this time I wanted to take the opportunity to speak about the banking “crisis” that has a lot of investors / business owners franti...


Another new regulation

Monday, May 08

We’ve been watching the unfolding banking “crisis” closely and evaluating what it means for our economy moving forward. D Yes, seeing (numerous) banks fail can be unnerving, especially when the economy seems to also be careening toward a recession. The media, of course, is aware of this feeling ...