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4-Year-End Tax Strategies for Businesses

Monday, December 27

Before I dive into some year-end tax strategies business owners can and should be making, I want to address some rumors and misinformation about the SALT (State And Local Taxes) workarounds that are available to some of our clients (though not all). Essentially, 22 states (as of this writing) hav...


LAST MINUTE PERSONAL TAX MOVES FOR 2021

Monday, December 27

I remember reaching the end of 2020 ... it seemed as if all of us were breathing a huge collective sigh of relief. And then ... more chaos. Is it wrong to hope that 2022 will turn out better? Hard to say ... but I do know that what I DON'T want to do is retreat into bitter cynicism. That's hard t...


Holiday Thoughts To Guide Us Into The New Year

Monday, December 20

These last couple weeks of 2021 are already a little unusual. Current events are swirling around virus policy, the big Biden "Build Back Better" Act seems to have hit a Joe-Manchin-sized brick wall, sports leagues are in an uproar around rising Covid case numbers, and more. And this, of course, o...


5-Reasons People Fall Into (And Stay In) Debt

Monday, December 20

Today calls for a little bluntness… a bit risky, I know, but necessary. And I’ll give a caveat here and say that what I’m talking about today has nothing to do with people in truly difficult financial circumstances… You know, balance-sheet-wrecking things completely out of your control. Things li...


How Your Business Can Push Back Against Rising Costs

Monday, December 13

Whether you like it or not, you’ve most likely found yourself in a fight against inflation. Somebody hikes prices on your supplier and suddenly your supplier has no choice but to increase the price on you. Then you have no choice but to raise the price on your customer – who (even if they don’t t...


How To Fight Against Rising Prices

Monday, December 13

If you’ve been in a store lately or visited your local gas pump, you’ve probably noticed some price fluctuations – up and up and up. Every visit, it seems. Inflation is here, and it doesn’t seem to be going away. So, we all have to figure out what to do when our hard-earned dollar seems to get us...