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7 Ways to Start 2025 with Fresh Finances

January, 2025

Here we are in yet another new year. The obligations and celebrations are over. Chances are, you’ve spent a fair amount over the holidays and might need a plan to help kickstart 2025 with some actionable financial...

5 New Year's Financial Resolutions You Can Actually Keep

December, 2024

Yep, it’s the end of another year! Chances are, you didn’t keep every resolution you made last year; for example, those goals about working out. (No shame here; we all do this!) However, the good...

5 Tips to Keep End-of-Year Spending Under Control

November, 2024

It’s that time of year again. Halloween has just come and gone – and now we’re hurtling headlong into Thanksgiving and Christmas. For holiday shopping, it’s tempting to turn a blind eye and put everything on your...

6 Things To Know About Annuities

October, 2024

Annuities are one of many products that folks have in their nest egg. But first, what exactly is an annuity?

Simply put, itâ??s a contract with an insurance company that promises to pay the buyer a steady stream of income in the future....

7 Reasons You Need a Will

September, 2024

Drafting a will is not something that people, for the most part, want to think about. But no one gets out of life alive. So if you want to have a say in what happens to your property and assets after you’re gone, a...

School Choices that Lead to Financial Independence

August, 2024

For many parents and kids, living independently after college or trade school has been a challenge – a big one, thanks to rising inflation, student debt, and high rent. However, whether your kids are headed for a university or a hands-on...

Summer Reading List for Personal Finances

July, 2024

Since it’s summer and reading lists are top of mind, now’s the perfect time to expand your knowledge of money management and wealth building. So, whether you’re a retiree, a beginning saver or even a...

6 Financial Tips for New Dads

June, 2024

There are probably few things as exciting and daunting as becoming a new dad, especially when it comes to finances. But we’ve got you! Here are a few tips to help you turn those challenges into opportunities...

6 Ways to Use Your Tax Refund

May 1, 2024

Gosh, it feels great to get that tax refund. Dreams of a much-needed vacation or a splurge on something you’ve been craving might be running through your mind. However, as unexciting as this sounds, you might want to spend this...

April is Financial Literacy Month: How Much Do You Know?

April, 2024

What started as Youth Financial Literacy Day some years ago is now a monthlong event: Financial Literacy Month. It all started in 2003, when some U.S. legislators got together and...

March Financial To-Do List

March, 2024

Ready or not, spring is right around the corner, and it’s the perfect time to get in fiscal shape for the rest of the year. However, tax preparation isn’t the only thing to put on your list. Here...

Your February Financial To-Do List

February, 2024

January has come and gone. You may or may not have stuck to your resolutions, but the good news is that February is here. Now is the perfect time to hunker down and get your monetary ducks in a row. Here are a few things to put on your...

How a No-Spend January Can Kickstart Your New Year

January, 2024

Here we go again. The new year is approaching and those resolutions are staring us in the face – and the most common? Saving money. In fact, according to...

4 Smart Ways to Maximize Your IRA Contributions

December, 2023

Unless you’re near retirement, chances are you’re depositing a certain amount of cash each year in your IRA at tax time, then kind of forgetting about it, not thinking much about it until the next year. This dynamic can cost you a lot of...

7 Smart Saving Strategies for Retirement

November, 2023

Next year, something called Peak 65 is happening. This moniker refers to the fact that more Americans will reach the traditional retirement age of 65 in the same year than at any time in history. Crazy...

How to Organize Your Tax Documents

October, 2023

Since tax time isn’t until next April, organizing your documents right about now might not be top of mind, or even something you want to do. However, if you don’t want to have to scramble come springtime, you might want to...

How to Write an Awesome Accounting Bio

September, 2023

Even though numbers are probably the biggest thing in an accountant’s wheelhouse, getting people in the door with the right words in your bio can make all the difference in the world. Here are a few tips...

7 Best Money Moves for 2023

August, 2023

In light of our current economy, making sure your money works hard for you is one of the best things to do this year. Here are some ways you can navigate your financial situation, keep tabs on where you are and adjust if you need to...

6 Ways to Travel on a Budget

July, 2023

The thrill of summer travel is always invigorating, but the prices to get there can be a real bummer. But not to fear. We’re here with some smart tips that will help you navigate in this price jungle and have...

7 Tips to Save Money This Summer

June, 2023

Summer is here and so are all the activities. But as we know, these activities cost money. Here are a few ways you can still have fun and, while doing so, save some cash...

Financial Tasks to Tackle in the Month of May

May, 2023

Now that spring is here, it might be a great time to give your finances a fresh look. Here are a few key items to put on your May to-do list...

6 Tax Tips for 2023

April, 2023

It’s that time of year again: tax time. And while many of your money-saving options might be limited after Dec. 31, there’s still a lot you can do to help lower your taxes, save money and avoid penalties. Here’s a quick...

7 Steps to Start a Business

March, 2023

The idea of starting your own business is inherently romantic, if not exhilarating: You get to run the show, flesh out your ideas and live your dream. But where do you begin? Here are seven smart steps to get you started – and help...

Why You Might Not Need a New Budget for the New Year

February, 2023

So, we’re a month into 2023 and the sheen might’ve dulled from all your shiny, New Year’s resolutions. Though diet and exercise are the top things you might want to change, there’s one you might not need to...

5 Financial Resolutions You Can Live With

January, 2023

For the most part, New Year’s resolutions are hard to keep because many times you either list too many things or ones that aren’t manageable for the long haul – especially those that involve money. Here are...

Your Year-End Financial Checklist

December, 2022

Believe it or not, the year is coming to a close. If you want to finish strong and set attainable goals for 2023, here’s a handy, actionable checklist to help you navigate upcoming expenditures...

How to Write Great Happy Holiday Emails

November, 2022

There’s no better time than the holidays to show your employees and your clients how much you appreciate them. Here are five simple steps to help you craft the perfect email in no time...

How to Host Awesome Holiday Office Parties

October, 2022

Fall is here and so are many of the holidays we love. Whether it’s Halloween, Thanksgiving or December holidays, here are some fail-safe things you can do to make sure everyone shows up and has a good time...

Top Side Hustles

September, 2022

In our current economy, or anytime actually, it can’t hurt to have a side hustle to bring in extra cash. Some of these options can be quite lucrative, but like everything, it takes a little work to create a steady income stream...

8 Ways to Save on School Supplies

August, 2022

Even though summer is still somewhat in full swing, school will be starting soon. Yes, you heard that right. This means that you probably need to get prepared for the inevitable cash outlay ahead. But it doesn’t have to...

How to Drive and Get the Best Fuel Efficiency

July, 2022

We’re all feeling the pain at the pump. Unless you decide to walk, bike or take public transportation, you might feel stuck. But all is not lost. Here are some fuel-efficient driving techniques that can help you save hundreds of dollars...

Tips to Save on A/C This Summer

June, 2022

You love summer, don’t you? School’s out and BBQs are on. But what you probably don’t love are those higher air conditioning bills. Here are some tried-and-true ways to help lower the cost of keeping cool...

How to Save When You're Broke

May, 2022

If you think saving money is a waste of time, think again. It all comes down to having the right mindset and strategy – even if you don’t have a penny to spare. Here are some ground rules that have proven effective...

The 50/30/20 Budgeting Rule Explained

April, 2022

You may or may not have heard of the 50/30/20 budgeting rule, but it’s a good one – one that will help make organizing your finances a lot simpler. The basic idea is to divide up your after-tax income and allocate...

How to Manage Your Aging Parents' Finances

March, 2022

Taking over your aging parents’ finances is not easy. But it’s something that can be handled in an organized, compassionate way. Here’s a roadmap that shows how to embrace it and do the right things for everyone...

8 Ways to Negotiate Medical Bills

February, 2022

According to statistics from the Society for Human Resource Management (SHRM), employer-budgeted healthcare costs increased to an average of $12,792 per employee in 2021. Employees can help keep...

How to Get Your 2022 Finances in Order

January, 2022

Believe it or not, the New Year is here. If you’re trying to wrap your head around everything that’s ahead, one of the best things you can do is prepare yourself financially. Here are a few...

5 Affordable Ways to Share the Holiday Spirit

December, 2021

The holidays are a season of giving. While much of this involves financial expenditures, you can also give in ways that are more affordable and may hold more meaning. Here are some suggestions...

10 Ways to Pay Off Student Debt Faster

November, 2021

If the thought of paying off your student loan causes a bit of anxiety, worry no more. Here are some ways to pay it off faster. Check them out...

7 Ways to Save for a Home Down Payment

October, 2021

So you want to save for a down payment for your dream house, but you aren’t sure how to get there. It might even feel overwhelming. But take heart, here are some tried and true methods that you can start today that will...

How to Catch Up on Your Retirement

September, 2021

If you’re 40 or 50 and aren’t where you’d like to be in terms of saving for retirement, don’t despair. You can remedy this situation. And since people are living well into their 80s and 90s, it’s never...

5 Tips for Job Seekers Over 50

August, 2021

You’ve got loads of experience in your field. You know things that only time can teach you. However, all of your experience and knowledge can sometimes work against you. And even though age discrimination is...

5 Tips for Going Back to the Office

July, 2021

Slowly, our world is changing. A percentage of the population has been vaccinated and many employees are headed back to the office. However, this may cause a bit of anxiety – and understandably so. Here are few...

6 Ways to Make Saving Money Fun

June, 2021

Let’s face it. Saving money is a challenge at best – and really hard the rest of the time. But what if you made it a fun game to inspire yourself to save? Here are a few ways to do just that...

7 Ways to Save 10K a Year

May, 2021

If you’re scratching your head and wondering if we’ve lost our minds, please keep reading. You can do this. All you need to do is plan your steps – and stick to it. After all, Confucius says, “A...

3 Best Ways to Save for College

April, 2021

What if you could save enough for your child to go to college debt-free? It might sound impossible, but with dedication, hard work and careful planning, you can do just that. According to Dave Ramsey...

5 Cities Rank as Ideal Locations for Remote Workers

March, 2021

According to the National Bureau of Economic Research, in late spring of 2020 about half of American workers were working from home. Not surprisingly, many researchers believe that this pattern will continue after the pandemic is over. With...

How to Budget During a Pandemic

February, 2021

Right now with everything that’s going on, navigating your finances might feel overwhelming. However, there are some strategies that will help you manage cash shortfalls. Mariel Beasley of Duke University’s Common Cents Lab...

Deciding if a Roth IRA Conversion is For You

January, 2021

Roth IRAs can be a powerful tax tool, but they are often misunderstood and misused. Investment income in Roth IRAs compound tax-free, and most distributions are tax-free as well. Another benefit is...

COVID-19 Vaccine Rollout: Where We Are So Far

December, 2020

While the pandemic is not over, we do have some good news. There are vaccines and they will be available soon. Here’s where...

Why Gratitude is Important During a Pandemic

November, 2020

We’re living in unprecedented, challenging times. If you’re feeling stressed and scared, you’re not alone. However, there is a way to navigate through all of this uncertainty: gratitude...

Affordable Lunches for Kids Learning at Home

October, 2020

Due to the uncertainty of COVID-19, many schools across America have transitioned to at-home learning. This alone presents a whole new set of challenges for parents, not the least of which is figuring...

Five Ways to Manage Back-to-School Stress

September, 2020

If you’re anxious about sending your children back to school, you’re not alone. In fact, a recent poll from ABC News/Ipsos showed that 45 percent of parents don’t want their kids in...

Help for People Struggling to Pay Bills

August, 2020

The impact of COVID-19 has caused many Americans to suffer hardships, one of which is struggling to make ends meet. But take heart; there are solutions. Here are a few areas in which creditors are working...

Best Part-Time Jobs During Corona

July, 2020

Even though unemployment is still relatively high, there are still some great part-time jobs you can do that will help cover basic expenses. Here’s a list of the industries that are hiring right now...

How to Stay Productive When Working from Home

June, 2020

Due to the unprecedented effects of COVID-19, the line between our professional and personal lives has blurred. Trying to take care of job responsibilities from home requires new ways of navigating. Here are a few ideas to help you...

Six Industries Hiring During the Shutdown

May, 2020

During to the government shutdown as a result of COVID-19, sadly, millions have lost their jobs. However, there is a silver lining: there are some industries that, because of the shutdown, are actually...

6 Financial Tips for an Emergency

April, 2020

The effect of the coronavirus on our lives is unprecedented. While we’re all sheltering in place while trying to manage our daily tasks, it’s undoubtedly taking a toll on us mentally, physically...

7 Ways to Avoid Investment Fraud

March, 2020

These days, you can’t be too careful when it comes to investments. And if you’re older, you’re a prime target for fraudsters. That said, anyone of any age is vulnerable. Here are a few key...

6 Ways to Keep Safe When Using Mobile Banking

February, 2020

For the most part, smartphones are your lifeline to the world. You connect with friends and family, shop and update your status on social media. However, you also store all your personal information on them and, these days, use them to do your...

4 Financial New Years Resolutions You Can Actually Keep

January, 2020

Believe it or not, it’s 2020. You’re not just starting a new year, you’re entering a new decade. With this in mind, you might want to make some resolutions that focus on your finances...

Practicing Gratitude: A Look Back at 2019

December, 2019

It may be hard to believe, but the end of the year is upon us. During this time, many of us might reflect on the year and tally up the good and the bad, the pros and the cons of the past 12 months. In a society that focuses...

5 Ways to Save on Holiday Gifting

November, 2019

Believe it or not, the holidays are right around the corner. And try as you might, overspending is real – whether you plan ahead or wait until the last minute. With this in mind, here are a few ways to get a handle...

How Parents Can Save Money for College-Bound Kids

October, 2019

No matter how old your children are, it’s always a good idea to start saving for college as soon as possible. (Yes, even when they’re still in diapers.) This might sound overwhelming, especially...

5 Money-Saving Ideas for Back-to-School Shopping

September, 2019

Just when you’ve finished spending a bunch on swimsuits and stuff for grilling out, summer’s over and it’s time for the kids the head back to school. How did this happen? Here are some...

Pass It On: Accounting Tips to Share With Kids

August, 2019

It’s never too early to helps kids understand accounting – the concepts of earning and spending. Here are a few ways to teach your little ones about how money works and even have a little fun...

New from Apple: iPhone iOS 13 Upgrades, All-New Mac Pro

July, 2019

During its annual Worldwide Developers Conference (WWDC) on June 3, Apple introduced a lot of new technology. Here, we will have a look at iPhone iOS13 upgrades and the all-new Mac Pro...

Best Road Trips on a Budget

June 2019

Summer is here and it’s time for getting out of town. However, you don’t want to set off on the open road without a plan. While there are an endless number of places to visit across the United States, here...

5 Ways to Get a Jump on Next Year's Taxes

May 2019

Yes, tax season is officially over. And you might be kicking back and relaxing, putting off thinking about next year’s taxes as long as you can. However, smart taxpayers know that the more...

3 Tax Woes and How to Survive Them

April 2019

The tax deadline is roughly two weeks away. But if you’re going to be late in filing, can’t pay all of what you owe or have the fear that you might be audited, don’t panic. We’ve got...

8 Good Things to do with Your Tax Refund

March 2019

Getting a tax refund is always a great feeling. But what should you do with it? While the first thing you might be tempted to do is spend it on a splurge for yourself, here are a few other things you might want...

5 Tips for First-Time Tax Filers

February 2019

Filing taxes for the first time can be overwhelming. But if you have the right tools and advice before you start, it won’t be. Here are a few critical things to know before you begin, which will make the seemingly...

5 Things to Start Doing in the New Year

January 2019

New Year’s resolutions usually involve stopping things like eating, drinking and spending too much – and so on. You know the drill. However, according to U.S. News & World Report...

6 Ways to Avoid the Holiday Blues

December 2018

Despite the never-ending flurry of merry salutations, the holidays can be emotionally challenging — if not downright depressing. Here are a few practical ways to take care of yourself...

Top 5 Latest Tech Advances That Help Heal Our World

November 2018

As much as we lament how fast things change in the tech world, there is an upside when it comes to treating diseases and chronic conditions. Here are some of the coolest new devices showing how...

6 Great Ways to Unplug and Feel Better

October 2018

You’ve just lost your phone and you’re in full-on panic mode. When you locate said electronic device, all is well. You heave a sigh of relief. All of this begs the question: Why and how have we become so...

8 Ways to Stay Healthy When You Sit All Day

September 2018

According to Dr. James Levine, an endocrinologist at the Mayo Clinic, sitting is the new smoking. In his study that spanned 15 years, it was determined that spending more than six hours a day on your behind...

Negative Effects of Social Media on Young Minds

August 2018

While social media can be an easy, wonderful way to keep in touch with friends, a means of support and a window into what’s going on in the world, there are downsides for kids of which...

End of the Traditional Office: Fact or Fiction?

July 2018

Brick and mortar versus the virtual office. It’s a dynamic that’s been ongoing for a couple of decades. But you might be wondering: how much has the traditional office really changed...

The Effects of AI on Accounting

June 2018

Artificial Intelligence, otherwise known as AI, is not something that exists only in science fiction or Hollywood movies. It’s here. And it’s changing the way accountants are doing business. Here’s how and why....

Six Good Reasons Your Company Needs a Blog

May 2018

So what’s all the fuss about blogs? Do they really help your business? Here are a few of the many reasons that they do....

How to Build an Effective Team in the Workplace

April 2018

When it comes to the workplace, teamwork is an important part of any organization’s ability to accomplish goals. However, creating an effective team is not easy. Based on a survey from McKinsey &...

Protect Yourself from Tax Refund Scammers

March 2018

Although tax filing season has been officially open only since Jan. 29, the Internal Revenue Service (IRS) is warning that reports of refund scams are already skyrocketing. Here’s an overview...

Is Your Body Language Sabotaging Your Success?

February 2018

Body language, good handshake, eye contact, smile, posture, engaged, slouching, ill at ease, defensive, head nodding, empathizing, hand gestures, make a point, study expressions and mannerisms, improve effectiveness...

The Only New Year's Resolutions You Need

January 2018

In the wake of the New Year, many of us burden ourselves with a laundry list of resolutions to do things differently and to improve upon our personal and professional goals. For many entrepreneurs, a new year...

Tax Bill Winners and Losers

December 2017

Congress’ recent tax reform bill, the Tax Cut and Jobs Act, aims to lower taxes on corporations and companies. The GOP believes that lower taxes will help American companies to be more competitive and,...

Weighing the Impact of the Equifax Breach

November 2017

Call it ironic that on the very day Equifax went public with news of its massive data breach, Congress was holding hearings on reducing the regulations imposed on U.S. credit bureaus. Long before the recent breach that...

Are You Plagued by Productivity Busters

October 2017

How much time do your employees squander on various distractions that take their time and attention away from work? Recent surveys from staffing organizations suggest that almost half of participating employers...

Healthcare Reform Update

September 2017

The Affordable Care Act (ACA) – also known as Obamacare – was not the perfect solution to the nation’s need for affordable healthcare, but it did increase the availability of quality, affordable...

Why Vacations are Important

August 2017

The unrelenting pace of life is a reality for many people. Mobile technology keeps us connected 24/7, and the workday seems to have no end. Sometimes we tell ourselves we can’t justify taking time off......

Be a Leader, Not a Boss

July 2017

At first glance, there doesn’t seem to be a great difference between the definitions of a boss and that of a leader. However, if you’ve ever worked for a boss who lacked leadership skills......

The GOP's Healthcare Reform and Small Businesses

June 2017

After a serious setback in March, the GOP finally passed a bill to repeal and replace the Affordable Care Act (often dubbed Obamacare). The bill passed after last minute changes were made to convince ultra...

Employee Retention is a Big Issue for Small Businesses

May 2017

“Our employees are our biggest asset.” It’s a well-worn phrase, and perhaps to some it’s just lip service. However, more employers and human resource professionals are recognizing......

What the Fed's Rate Hike Means for Small Businesses

April 2017

The Federal Reserve’s mid-March hike to interest rates – its second increase to base interest rates in three months – was a strong confirmation that the economy is doing well. The Fed...

Looking Ahead to Tax Code Changes

March 2017

During his campaign, President Trump took aim at the Tax Code, saying he intended to simplify income tax laws. There is little doubt that a tax code overhaul is on the horizon, but what is less clear is exactly what the...

Use Podcasting as a Marketing Tool

February 2017

Podcasts are becoming increasingly popular to help market products or services. Simply stated, a podcast consists of digital audio files posted on the Internet - files that can be downloaded by individual...

New Provision Restores Health Plan Options to Small Business Owners

January 2017

Small business owners struggling to find health plans for their staff and facing limited affordable options will welcome new provisions that again allow them access to health reimbursement arrangements (HRAs)......

Core Issues for Success in 2017

December 2016

The ability to embrace and to adapt to change quickly and effectively is perhaps the most important issue for business owners today. Technology, politics, demographic changes and global issues continue to create......

Hiring the Best Salespeople

November 2016

Finding the right people to represent your business and to do the best job of selling its products or services is crucial to the financial health and well-being of your firm. Sales people have a huge......

Inventory Tracking; Is Yours in the Dark Ages?

October 2016

In the ever challenging field of maximizing profits and providing top class customer service, inventory management is an often overlooked area. Perhaps its time to take a short assessment of your inventory......

Marketing Audit Is a Key Element to Business Success

September 2016

The word audit has a bad reputation. The mere mention of an audit often makes employers and business owners quake. There are lots of types of audits performed in the workplace, and......

Revised U.S./European Transfer Pact to Support $250 Billion in Digital Services

August 2016

After months of debate, European and U.S. negotiators agreed on a data transfer pact to stop European regulators from imposing restrictions on the transatlantic transfer of data......

IRS Aims to Boost Small Business Tax Compliance

July 2016

The Internal Revenue Service believes the small business sector is a major source of under-reported income.For the past four years, the agency has run a special independent......

How to Encourage Clients to Pay on Time

June 2016

Clients who are slow to pay cause real problems for firms that provide them with products or services. They create more work for your staff and jeopardize mutual goodwill. If you are......

Warning Signs of Identity Theft and What To Do

May 2016

Identity theft remains one of the most pervasive crimes in the United States. As technology gets smarter, so do the scammers. Here are the most common warning signs......

Productivity Hacks for Procrastinators

April 2016

For procrastinators looking for ways to avoid the important tasks in front of them, we live in dangerous times. If avoidance and procrastination is a problem for you - and for most people it is......

New Legislation Helps Tax Planning for Small Businesses

March 2016

Perhaps one of the biggest headaches for owners of small businesses involves dealing with the yearly changes to the tax code and trying to leverage tax breaks that have an expiration......

Finding Small Business Loans in 2016

February 2016

Following the Federal Reserve's decision to approve a modest interest rate increase, banking insiders anticipate that larger banks will increase their lending to small......

How Gamification Plays With Employees

January 2016

The International Foundation of Employee Benefit Plans conducted a study that revealed when health and wellness programs are executed as part of a comprehensive healthcare strategy......

Tip: Energize Your Workplace

December 2015

Business challenges and setbacks - or even long winter days and gloomy weather - can conspire to sap employee motivation and productivity. Frequently, there are many factors...

Tip: Year-End Technology Purchases May Lower Your Tax Bill

November 2015

Before year's end, make sure you take advantage of tax deductions that are intended specifically to help reduce technology costs for small- and mid-sized businesses. Section 179 of...

Tip: Best Practices in the Workplace

October 2015

Ask business owners what's most important for their success and the majority will tell you it's all about to providing the best...

Tip: Help for Small Businesses with Employee Retirement Plans

September 2015

Many small business owners are unable to offer their employees retirement savings plans because they are overwhelmed with concerns regarding current regulatory issues and...

Tip: Winning Ways from Top-Performing Sales Teams

August 2015

Perhaps the toughest aspect of any job is finding ways to work smarter, not just harder. The wealth of information at our fingertips and the flood of communications - from email,...

TIP: Financial Dashboards to Better Manage Data

July 2015

Regardless of your profession or vocation, there are probably times when you feel overwhelmed by the amount of information available to you. Living in an age when data is as accessible...

Tip: Keep Employees Content Despite Longer Working Hours

June 2015

Most small business owners know that staying competitive means working longer hours. If you own or have an equity stake in the business, longer work days may not be such a burden because...

Tip: Intellectual Property - Protecting What is Yours

May 2015

According to the World Intellectual Property Organization, intellectual property rights allow the creators or owners of works that are patented, copyrighted or trademarked to benefit...

TIP: Mastering the Big Task of Small Talk

April 2015

If you've ever hoped for an excuse to dodge a business reception or a trade show cocktail party, you know that mastering small talk is a big ordeal for many people. It's estimated that...

TIP: Tax Refund Fraud Schemes Proliferate Online

March 2015

Tax refund fraud is on the increase. Taxpayers caught in these scams often spend months trying to resolve the problem and get the refund they deserve. Authorities...

TIP: It's 2015 - Get Ready for Big Changes Ahead

February 2015

Every new year brings its own challenges, and 2015 is no different. Many businesses and business owners will face important changes in the year ahead that they must master...

Tip: Start Now for Tax Savings Later

January 2015

Procrastinators rarely seize the opportunity to leverage tax breaks to the max. In order to fully benefit from the range of deductions available, small business owners must...

Tip: Year-End Business Assessment

December 2014

As the year-end fast approaches, it's a good idea to invest some time and effort to conduct a review to see where your business stands and what impact the changes you encountered in 2014 had...

Year-End Tax Planning for Small Businesses

November 2014

It's not too early to start thinking ahead and begin planning to ensure you don't miss a possible business tax deduction on next year's filing. Smart...

Do You Need Insurance for Your Employees

October 2014

Recently, discussion about employee insurance has centered almost exclusively on health care and medical insurance and the government's efforts to promote...

TIP: Productivity for Entrepreneurs

September 2014

Rather than increase our leisure time, business technology - especially smart phones and tablets - seems to have extended our work hours...

Tip: Finding Solutions to Small Business Credit Issues

August 2014

The New York Federal Bank recently hosted a summit on small business credit innovations, bringing together experts to discuss solutions to the credit gap that small businesses...

Intellectual Property - Protecting Your Most Valuable Assets

July 2014

In today's competitive business environment fueled by the Internet and e-business, understanding what intellectual property means and finding ways to stop competitors from stealing your ideas is...

Tip: Hiring a Summer Intern

June 2014

Hiring an intern for the summer can be a useful way to add temporary help during the vacation season, and a good way to find potential employees for the future. If you haven't looked for an intern before, here are a few thoughts to get you...

Small Business Administration's Loan Programs Attract More Criticism

May 2014

Sen. Jeff Sessions of Alabama pulled no punches in his recent criticism of the multibillion-dollar loan program administered by the Small Business Administration. He is concerned...

TIP: Stay Current on Debit Card "Swipe Fees" Appeals

April 2014

A federal appeals court ruling at the end of March will keep debit card fees charged by banks – which many small businesses consider too high – at its current level of 21...

Tip: Avoid Scrutiny as IRS Shifts Focus to Small Businesses

March 2014

Small business owners frequently prefer to set up as small business partnerships to avoid the expenses and bureaucracy involved in forming a corporation. A surge in these types...

Tip: Higher Income Earners See Changes on their Tax Returns

February 2014

There aren't too many across-the-board changes affecting taxpayers filing their 2013 returns. However, that doesn't mean there aren't any major changes - or that higher income brackets won't...

Pitching New Business the Smart Way

January 2014

If working smarter is one of your New Year's resolutions, pitching new business is where your resolution can begin. Whether you...

Tip: 'Tis the Season

December 2013

Spreading seasonal cheer without breaking the bank doesn't have to be difficult. In most instances, personal recognition, simple gifts and sincere thanks for a year of hard work are always in...

What the New SEC Regulations Really Mean to Entrepreneurs

November 2013

In the aftermath of all the crowdfunding hoopla, enthused entrepreneurs assumed that the Securities and Exchange Commission, the governing body that regulates the sale of equities, was about to...

Qualities that Make a Great Leader

October 2013

Opinions abound, but when you boil things down, the qualities that make a leader great are the character attributes that the most successful...

Surefire Ways to Market Your Business When You're Strapped for Cash

September 2013

Traditional advertising and social media offer great ways to reach customers, but running an effective ad campaign requires a major budget commitment that...

For Many Small Business Owners, the Time is Right to Get a Loan

August 2013

According to data released in July by the Small Business Administration's Office of Advocacy, small-business lending activity is on the increase. The number of loans is on an upswing...

Tip: Watching Washington - U. S. Government Owes Small Businesses $3 Million in Back Fees

July 2013

If you've been thinking about pursuing government contracts by getting in the 'vendor catalog' for Government departments - otherwise known...

Tip: Creating a Disaster Plan for Your Business

June 2013

The recent tornados in Texas and Oklahoma remind us how vulnerable we are when disaster hits. Whether you live in tornado alley, a coastal area or inland, unexpected...

Tip: Get Ready for Possible Internet Sales Tax Law

May 2013

It's been a long time since the topic was first aired, but the issue is far from dead. The much-debated Internet sales tax law continues to advance...

Tip: Make the Most of Capital-Gains Tax Rates

April 2013

As a stock investor, or as someone who has had money in a mutual fund, you already know that investments youÃƒÂ¢Ã‚Â€Ã‚Â™ve held for longer than a year and sold for a profit are subject to lower tax...

TIP: Navigating the New Capital Gains Taxes - Don't Go It Alone

March 2013

It's hard to make a definitive statement about how the new capital gains tax laws will affect investors. The new system is extremely daunting. Without...

Tip: Don't Overlook the Small Business Incentives

February 2013

Most of the press coverage of the fiscal cliff tax debates that concluded 2012 centered on income tax revisions, higher taxation rates for the wealthy...

Tip: Make at Least One New Year's Resolution for 2013

January 2013

Many of us shy away from New Year's resolutions. We avoid vowing to make January 1 the start of a set of healthy life choices in favor of trying to set personal goals throughout the year....

Year-End Tax Tips

December 2012

With so many tax laws up in the air, year-end tax planning is more challenging than ever this year. Changes to the tax code are on the horizon, and almost all taxpayers will be affected if...

Tip: Strategies to Offset New Health Care Taxes

November 2012

Trying to make business or investment decisions based on whether the Bush tax cuts will expire on Dec. 31 is like rolling the dice. But there is little or no speculation required when it comes to...

Tip: Stretch Your Marketing Budget

October 2012

Most small business owners have to make every dollar in their marketing budget count. Easier said than done in a world that offers such a variety of high-tech and traditional marketing tools. Maximizing...

Tip: Making the Leap from Entrepreneur to Successful Leader

September 2012

The very assets that make entrepreneurs successful can turn into handicaps when their business ventures take off and they assume the role of boss. Going from being responsible for everything...

TIP: Tax-Savvy Ways to Help Pay for Grandkids' College Expenses

August 2012

There’s more than one way to help pay a grandchild’s college expenses, and all of them come with tax benefits. Here’s a run through of some options. As always, consult...

Tip: How to Give a Good Speech

July 2012

The recent commencement speech by David McCullough demonstrates how powerful the spoken word can be. The Wellesley High School English teacher gave the commencement address that rapidly gained...

TIP: Taxes, Healthcare, Federal Regulations Key Issues for Small Business Owners

June 2012

The end of May marked National Small Business Week, and the National Federation of Independent Business marked the event by identifying key issues facing small business owners...

Tip: What Does the JOBS Act Mean For Your Small Business?

May 2012

The JOBS Act Ã‚Â– short for Jumpstart Our Business Start-Ups Ã‚Â– became law in early April. The bipartisan effort combines six smaller bills that changed the Securities and Exchange...

Tip: Filing Tips for Procrastinators

April 2012

If you enjoy the adrenaline rush of the eleventh-hour dash but have cut it too close to get your 2011 tax return completed by April 17, relax. File an extension...

Tip: More Key Changes to Tax Form 1040

March 2012

There are some important things to understand about tax Form 1040 before preparing your 2011 return. As always, there are many changes and variables that will affect your return....

Tip: Some Tax Form 1040 Changes to Consider

February 2012

It’s time to start thinking about your 2011 tax return. Changes to the tax code are never simple, and figuring out how to take advantage of tax breaks can be tricky. This year, new additions...

Tip: New Year – New Resolutions

January 2012

It might be cliché, but beginning the year with renewed enthusiasm and new goals can be a major boost to business success and an excellent way to get back to business basics. Instead of making unrealistic...

Tip: Don’t Overlook Expiring Tax Breaks

December 2011

As the year-end approaches, it’s time to ensure that you take advantage of all the tax breaks that apply to your business – especially those...

Tip: Taking Your Business Global

November 2011

According to a recent survey taken by the Hong Kong Shanghai Banking Corp., 40 percent of small businesses worldwide want to be trading internationally by 2013. Firms both large and small are daunted...

Tip: Thriving in Today’s Economy

October 2011

Studying the headlines every day for clues to the economy can be a frustrating process, and trying to figure out what works best in today’s economy can be exhausting. Relax. Surviving...

Tip: Tax Breaks for Hiring Disabled; Crackdown on Hiring of Illegal Workers

September 2011

In response to National Disability Employment Month, which is observed in October, private sector nonprofit organizations are encouraging small business owners...

LIFO Accounting Method Targeted: Small Businesses Fight Repeal

August 2011

A proposal to eliminate the Last In, First Out (LIFO) accounting system has generated alarm and protests from several major industry associations, including the National Federation of Independent Business. The...

Tip: Update on IRS Revised Guidelines for Overseas Accounts

July, 2011

The IRS has extended its deadline for U.S. taxpayers to enter a voluntary disclosure program regarding their offshore foreign bank accounts. The IRS decided to extend its initial Aug. 31 deadline by as many...

Tip: Thriving and Prospering in a Tough Economy

June, 2011

It’s been two years since the economy hit a rough patch, and – although we are in recovery mode now – progress is slow, and many small business owners are still feeling the...

Tip: Planning – The Key To Success

May, 2011

Whether recording prior periods’ transactions or preparing clients’ tax returns, accountants’ lives consist mainly of looking back at historical transactions, though simply recording those is not going to make a business...

Tip: Being the Boss – Managing People Well

April, 2011

Many entrepreneurs had their share of bad bosses before setting up their own business operations. Trying not to fall into the bad habits of others – or avoiding your own versions – can be a challenge, especially...

Tip: Leverage All Your Tax Deductions and Credits

March, 2011

This is the time of year when you gather your business records, personal receipts and notes before discussing what you might owe Uncle Sam with your professional tax consultant. It seems as...

Tip: What’s New on Form 1040

February, 2011

After months of uncertainty regarding possible tax cut extensions, we now know which breaks have been extended and which ones have hit the deck. Here’s how the major changes stack up...

Charitable Giving Guidelines

January, 2011

Even though it’s now 2011, completing and filing taxes for 2010 is just beginning. While we all know that charitable donations are an ideal way to reduce your tax...

Deficit Reduction: An Update on Capitol Hill Happenings

December, 2010

Deficit reduction is the hot topic in Washington with reports already released by the President’s bipartisan deficit commission and the bipartisan Rivlin-Domenici Debt Reduction Task Force. Co-chaired...

Tip: Take Full Advantage of Tax Breaks in Small Business Jobs Act

November, 2010

The Small Business Jobs Act of 2010 is intended to provide some welcome tax relief to businesses, with the hope of spurring growth and job creation. Many of these provisions are set to expire after 2011....

Tip: The R&D Tax Credit Might Benefit Your Business

October, 2010

In mid-September, President Obama proposed expanding the research and development of a tax credit that was first enacted in 1981 – and making the benefit permanent. The provision,...

Tips: New Business on a Budget

September, 2010

One of life's many ironies is that you need a solid marketing budget when economic times require you (and everyone else) to tighten the purse strings. To be effective, marketing requires the right mix of reach and frequency - or to put...

$30 Billion Fund to Boost Lending, Provide Tax Breaks to Small Businesses

August, 2010

Obtaining bank credit - one of the toughest problems facing many small business owners - could get easier soon thanks to a $30 billion credit funding program designed to address the decline in lending to small businesses. This is...

Update: New Rules Create Grandfathering Conundrum in Healthcare Reform

July, 2010

No one expected the healthcare overhaul to be simple. The new regulatory standards governing employer-sponsored plans that were announced in June could mean that as many as 39 percent to 69 percent of employer-sponsored plans...

Confidence Increases in Small Business Sector

June, 2010

Recent surveys undertaken by the National Federation of Independent Businesses and Wells Fargo reveal an uptick in business owners' optimism. The gains in confidence reported in both surveys were...

Tip: Business plans work

May, 2010

Sometimes in these days of twittering and instant messaging, it is tempting to question whether business plans are obsolete. The answer is a resounding no. Without a business plan, your ideas, financial...

Tip: What Health care Reform Means to You - An Overview

April, 2010

Given the historic nature of the health care reform legislation, we should not be surprised that all the details will not be worked out for awhile. As part of what became a two-part process, the president...

IRS Launches Crackdown on Use of Contractor Workers

March, 2010

President Obama's budget for 2011 will bring yet more scrutiny of businesses that use independent contractors to minimize labor costs. This year the IRS will audit 2,000 companies for...

Tip: Tax Updates and Pending Issues

February, 2010

Tax filing deadlines will be here before we know it. Here's an update on new deductions and some unresolved issues that might affect your tax bill. As always,...

Tips: A Better Bottom Line in 2010

January, 2010

As the New Year dawns, it might be time to take an honest appraisal of your business and set some goals for improved cash flow and profitability. Here are a few thoughts for you to...

Tip: New tax break option for business losses

December, 2009

The Worker, Homeownership and Business Assistance Act, signed into law in early November 2009, gives a valuable tax break to businesses that have incurred net operating losses in 2009. Under the general rule, a business owner is permitted...

Tip: Do Not Overlook Tax Perks

November 2009

Its not too soon to be thinking about your taxes for 2009. First, it might be time to sit down with your tax professional to see if there are some tax perks out there that would benefit your small business. Second,...

Tip: Successful Branding of Your Products or Services

October, 2009

You don't need the financial resources of a large company to brand your products or services successfully. Branding is nothing more than a consistent, simple marketing message that tells prospective buyers what makes...

Tip: Revised SBA 504 Loan Program Designed To Get Credit Moving

September, 2009

Recognizing that small business is the bedrock of the economic recovery, the Small Business Administration has made changes to its lending programs recently. The latest initiative is a permanent change...

Tip: New Vehicle Tax Breaks

August, 2009

Money is tight these days, but if you are in the market for a new vehicle, now is the time to buy. Apart from the great discounts available at dealerships with General Motors and Chrysler vehicles in the lot...

Tip: Monitoring Health Care Reform Debate

July, 2009

Most small-business organizations in the U.S. agree that the health-care system needs a major overhaul. But when it comes to the remedy, opinions vary. Some leading small-business groups recently announced...

TIP: Keeping It In The Family—Lending Money

June, 2009

Retirees, or people on the verge of retirement, have seen their retirement savings dwindle during the recent economic downturn. Many people are no longer in a position to bolster the incomes of adult children with cash gifts, or to...

TIP: Price-Cutting Strategies

May 2009

Consumers and businesses alike are looking for ways to cut their budgets and, as a result, businesses in every sector have seen sales diminish. Cutting prices might seem like the fastest way to boost sales, but is it the smartest...

TIP: Last Minute Tax Tips

April 2009

There is still time to do a review with your tax professional to make sure you are maximizing all your options for cutting your 2008 tax bill. There’s absolutely no time to waste—so here are some 11th hour tips and...

TIP: Don’t Overlook Stimulus Act’s Tax Breaks FOR BUSINESSES & Taxpayers

March 2009

Taxpayers and small business owners got some good news with the passage of the economic stimulus bill, which Congress passed in mid-February. Now is a good time to consult...

TIP: Thriving in a Weak Economy

February 2009

Economists believe that we should expect slow growth for the first quarter of 2009 and some believe that this pattern might extend into the second quarter, too. Spending cut-backs, tough economic times, and consumer caution are challenges...

TIP: Get To Know The New IRA Rules

January 2009

Recognizing that many seniors saw their IRA balances hurt by the stock market plunge, Congress has provided some relief by suspending the minimum required distribution (MRD) rules for 2009. This move is...

TIP: A New Spin on Year-End Tax Strategies

December, 2008

A new president in the White House in January will mean changes are coming and that it’s time to sit down now with your professional tax advisor to talk about your 2008 returns. There are several...

TIP: Don’t Overlook Bailout’s Personal Tax Break Provisions

November 2008

Regardless of who’ll be in the White House next year, our new president, facing spiraling federal deficits, will find it tough to meet personal tax-cut pledges. It’s even more important...

TIP: Dealing With The Financial Crisis

October 2008

Has the credit crunch affected small business more than large corporations? It’s safe to say that small businesses won’t be seeing the same bail-outs that the big financial institutions...

TIP: The New Housing Act –An Early Trick or Treat from Congress?

September 2008

The federal tax changes in The Housing Act (or to give it its proper title: The American Housing Rescue and Foreclosure Act of 2008), are intended to staunch the flow of housing foreclosures, but some changes could sting certain homeowners. You may...

TIP: Money-Saving Tips for Entrepreneurs

August 2008

It’s the little things that add up…and that is doubly true when it comes to running a small business and cutting back on spending. It’s true that there may be some areas...

TIP: Tax Payer Friendly Amendments Give Vacation Home Owners A Break

July 2008

If you have been considering selling a vacation home that you rent out and use for yourself too, and you’re (justifiably) leery of incurring a big tax hit, a recent move—IRS Revenue Procedure 2008-16 that extends...

TIP: Borrowing in A Credit Crunch

June 2008

Things are tough all over. As a direct result of the crisis precipitated by bad housing loans, even people with good credit ratings are finding it tough to borrow money to fund their business ventures. Experts...

TIP: Use Your 1040 To Help Cut Next Year’s Tax Bill

May 2008

Whether or not you are breathing a sigh of relief now that tax time is over, it might be worthwhile taking another look at your 1040 before consigning it to your filing cabinet. Why? Well for starters, your...

TIP: Weathering An Economic Downturn

April 2008

It’s been about 7 years since we experienced an economic downturn. Economists believe that the boom is over and that we’re in one right now. Small businesses tend to feel...

TIP: Protect Your Business From Employee fraud

March 2008

Scarcely a month goes by without the media revealing yet another security breach that has hobbled a company or compromised its customers’ financial security. Whether it is Société Générale’s recent...

TIP: Find Out Which Tax Changes Are Important For You

February 2008

Each tax season brings new legislation and updates that affect individual and small business tax filers. This year brings more changes than usual. The...

TIP: Boost Productivity With These Five Simple Tips

January 2008

As every business owner knows, being busy and working long hours doesn’t always translate into progress and productivity. Perhaps more than any other business executives, small business owners fall victim to a...

TIP: Year End Tax Tips For Small Businesses

December 2007

’Tis the season to get busy …but not too busy to think about saving money on next year’s tax bill, and doing a few year-end tasks that might just save you plenty. Here are a few things to consider, but remember that these year-end tax...

TIP: Retirement Plans For Small Businesses

November 2007

A retirement plan can do wonders when it comes to recruiting, and retaining, good employees. If you don’t have anything in place, or if your current plan is not very...

Tip: Successful Selling For Service-Oriented Firms

October 2007

Techniques that help sell products just don’t work when it comes to professional services. Services are usually tailored to meet the needs of specific clients, and...

Tip: Networking with Ease

September 2007

We’ve all heard it— networking is the way to build your business. For many people, even experienced entrepreneurs, this is much easier said than done. Few of us really...

TIP: Safeguarding Your Business “Pitch” Ideas

August 2007

Any business owner who has to “pitch” ideas— whether it’s for an advertising campaign to a prospective client, or a new product to a possible business partner...

TIP: Watch Out For The “Kiddie Tax” Trap

July 2007

Congress has voted to raise the age limit for collecting what has become known as the “kiddie tax” to widen its reach and boost tax...

TIP: Stay Informed as Health Care Reform Looms Large…Again

June 2007

It’s been more than a decade since politicians geared up to debate health care reform, but now with health care costs soaring and more than 45 million...

TIP: How to Keep Good Employees

May 2007

How do you keep good employees when you can’t match the salary or benefits of the larger corporate competitors down the street? For a start, you can take...

TIP: How Good Is Your Customer Service Really?

April 2007

You might have the most wonderful product, or service, on the planet, but, unless you provide customers with good service, real success probably...

TIP: Avoid Audit Angst

March 2007

As tax filing deadlines draw closer, the specter of an audit notice from the Internal Revenue Service looms larger. Small business owners suffer from...

TIP: Setting up a Firewall

February 2007

Online security is everyone's business. Whether your company is large or small, you're at risk of security breaches orchestrated by hackers, or from data theft from former...

TIPS: Managing Your Personal Finances

January 2007

Many of us - regardless of how much we earn - struggle to make our money go further or to boost retirement savings, fund a new business venture, or buy that dream house. Here...

TIP: Reap Tax Savings Whilst There's Still Time

December 2006

Time is running out, but there is still time to pare down your tax liabilities for 2006. Many of the ideas listed below require you to take action before...

TIP: Avoiding A Tax Audit

November 2006

With year-end approaching, it’s not too soon to be thinking about tax time. The Internal Revenue Service (IRS) has given taxpayers notice that it intends to continue to enforce...

TIP: Picking The Right Instant Messaging Service

October 2006

Instant messaging has been around for about 10 years. To most teenagers, instant messaging is essential for communicating with friends and family. It may surprise you to know...

TIP: Minimize Airport Hassles

September 2006

In response to the foiled terrorist effort that targeted commercial transatlantic jetliners, airports increased security measures and airlines cancelled and consolidated...

TIP: Improve Your Cash Flow

August 2006

Tough as it is to sell and market your services or products, no matter how good a sales person you are, you won’t get rich - or even stay solvent - unless you know how to...

TIP: Leverage Tax Breaks to Offset The High Cost of Healthcare

July 2006

For many people, claiming an itemized deduction on Schedule A of their 1040 for out-of -pocket medical expenses is the sum total of their efforts to...

TIP: Minimize Estate And Gift Taxes For Your Heirs

June 2006

When it comes to tax-saving strategies to keep more of your family business’ assets out of Uncle Sam’s hands, it pays to start the planning process as early as you can. It’s tough when...

TIP: Looking For Press Coverage? Try Thinking Like An Editor

May 2006

As any successful sales person will tell you: "selling someone" on a product fails more often than not. On the other hand - if you provide your prospective client with a...

TIP: Under-Pricing May Sabotage Business Growth

April 2006

Under-pricing is a common problem among small business owners, and giving customers a deal that is just too sweet may torpedo your firm - no matter how...

TIP: Tackling the Self-Employment Tax Burden on Husband-and-Wife Business Owners

March 2006

A married couple, whose partnership also involves running an unincorporated business together, face some special tax challenges. The way the federal self-employment...

TIP: Don’t Miss Out on Tax Breaks

February 2006

It’s time to start thinking about your personal income taxes...and your deductions for 2005. Without a little planning and forethought, it is easy to overlook...

TIP: Sarbanes-Oxley Compliance May Boost Your Business

January 2006

Private companies - and most small businesses - are not required to comply with the governance changes resulting from the Sarbanes-Oxley Act of 2002 - legislation...

TIP: Stay Current on Deferred Compensation Tax Rules;
IRS Clarifies Changes But Pitfalls Remain

December 2005

Despite clarifications issued in September 2005, the Internal Revenue Service (IRS) has yet to resolve all the issues resulting from recent reform of tax regulations...

TIP: Buying Inexpensive Portable DVD Players

November 2005

Portable DVD players have become much more affordable as the technology behind them improves. Heavily discounted portable DVDs can be found on...

TIP: Living Debt-Free

October 2005

If it’s time to get serious about saving for retirement and curbing spending, here are a few tips to help you lessen your...

TIP: WiMAX Launch Expected To Spur Innovation And New Products

September 2005

If you have been waiting with bated breath for the long-anticipated launch of broadband access for users in remote locations or urban "dead" spots, there is light...

TIP: Summer Fun Tax Breaks

August 2005

Tax breaks for summer fun... sounds too good to be true? Maybe not, if your plans for kids and family this summer meet the key criteria below. As always, consult your...

TIP: Stay Tuned For… Truly Flexible Health Care Benefits

July 2005

If you’ve been irked by the "use-it-or-lose-it" restrictions that deter employees from making use of flexible health care spending accounts, stay tuned. Moves...

TIP - Webwatch Alerts Consumers to Online Scams

June 2005

If on-line scams and schemes have made you understandably wary of surfing the Internet, take heart and check out the latest offering from Consumers Union. A not-for-profit venture...

TIP: Be Prepared-For The Inevitable...And For Life's Surprises

May 2005

The Schiavo story demonstrates how important it is to have a medical directive - signed documents that state your wishes in the event of catastrophic illness or an accident that prevent you from communicating...

TIP - Improve Your Finances

April 2005

If your New Year's resolutions didn't make it past the first quarter of 2005, don't despair. Launch a spring makeover of your finances, based on practical ideas with sound...

TIP: Don't Miss Out On Tax Write-Offs - Hints For Entrepreneurs

March 2005

There's been plenty of good news recently for small business owners and for sole proprietors who file a Schedule C with their tax returns. However, many of the...

TIP: The Alternative Minimum Tax - Forewarned is Forearmed

February 2005

The alternative minimum tax (AMT) was originally intended to make sure that the wealthy did not wriggle out of paying income taxes. It targeted a fairly small...

TIP - Getting The Very Best From Your Employees

January 2005

Looking for ways to better motivate your employees and help boost productivity? Review our checklist...

TIP - Year-End Business Tax Checklist

December 2004

Your to-do list for the Holiday Season may seem endless, but our quick business tax checklist is worth your time. These moves can help minimize your tax liability...

TIP: Play It Safe - Avoiding An Income Tax Audit

November 2004

There’s nothing you can do to avoid random selection for a tax audit, but there’s plenty you can do to minimize the likelihood that the taxman will select your income...

Tip- Understanding Your Real Estate Tax Assessment

October 2004

If you own property in the U.S., you pay taxes on it. Tax rates vary from state to state, and from neighborhood to neighborhood, but real estate taxes are an inescapable reality for...

Cash Management Basics For Small Business Operators

September 2004

If you are in business to make a profit, successful cash management is perhaps the most important aspect of your enterprise. Sound like a no-brainer? Perhaps...

TIP - Loans To Family Members - Avoiding Pitfalls

August 2004

It is very likely -if it hasn’t happened already- that someone in your family will need a helping hand. Maybe it is a child who is buying a first home, a grandkid that needs help with education expenses, or a...

TIP-GETTING THROUGH TO CUSTOMERS

July 2004

Getting through to potential customers has never been an easy business. In the "old" days, the obstacles were human, in the form of receptionists, personal secretaries and assistants. Now in...

TIP--THE ROAD TO WEALTH STARTS WITH GOOD HABITS

June 2004

The road to financial hell is paved with good intentions. And, conversely, for most of us the path to financial independence or wealth is all about action - simple, consistent action. However, simple doesn’t...

TIP--- HOW TO MAXIMIZE RESULTS FROM EMPLOYEE TRAINING PROGRAMS

May 2004

Human resource professionals frequently cite lack of training as a major factor in employee turnover and suggest that continuing education programs and...

TIP--BANISH BURNOUT AND DE-STRESS

April 2004

If your New Year’s resolution to attain "balance" in your life has died on the vine, or your plans to tackle tension with regular exercise have evaporated, it may be time...

TIP FOR MARCH - AVOID DISASTROUS E-MAIL GAFFES

March 2004

It has been said that smart business people learn from their mistakes-even smarter ones learn from the errors of others. Last year’s spate of high profile lawsuits and embarrassing public disclosures...

TIP--GETTING THE BEST DEAL ON AUTO LEASING

February 2004

Auto manufacturers are anxious to help dealers move inventory, and auto leases -- a major trend in the late ’90s-- are back in vogue. If you think leasing might work for you, here are a few pointers to make...

FIVE STEPS TO NEW BUSINESS SUCCESS

January 2004

If you want to make 2004 your most successful year in terms of new business, read on. Here are five tips to make your sales pitch efforts more focused and...

TIP: LEARN FROM THE PROS--SEVEN EFFECTIVE HABITS OF TOP SALES PEOPLE

December 2003

If your year-end resolutions include brushing up on sales techniques, read on. High achievers in any sales force share certain key characteristics. The best sales...

CHECK OUT NEW INPUT FROM THE IRS ON “QUALIFIED” DIVIDENDS

November 2003

The tax cuts announced in May lowered the top tax rate on dividends to 15 percent from 38.6 percent. It sounds pretty straightforward doesn’t it? However, when...

TIP: FINDING BUSINESS SOLUTIONS—FOR FREE.

October 2003

As anyone with an Internet connection knows, there is no shortage of individuals and enterprises offering small business owners the keys to success. The problem is most of these “mines of information” are...

TIP—BATTLING SPAM

September 2003

The bad news is—it’s not your imagination. You, along with some 50 million other Americans with email service, are receiving more junk email—or spam-- as it is commonly known. According to technology experts,...

TAX BITE ALERT - MORE STATES TARGET 529 PLANS

August 2003

If you are enjoying the advantages of the federal tax benefits that accrue when you use 529 savings plan to fund your children’s college plans, take note. You may end up paying more in state taxes...

Act Quickly to Take Advantage of Greater Tax Write-Offs

July 2003

The $350 billion tax cut signed into law in May offers a significant boost in federal write-offs for companies that buy equipment ranging from computers to...

Use tax

June 2003

Are you one of millions of shoppers regularly cheating your state treasury out of tax revenue? Probably. And it's even more likely that you don't even realize you're breaking...

What are the tax implications of getting cash out when refinancing?

May 2003

Cashing out of your main home is a great tax strategy if you're using the proceeds to pay off other debt on which the interest...

Uncle Sam’s Gift to Parents

April 2003

...

Medical and dental deductions got you confused?

February 2003

...

Be Prepared This Year

January 2003

...

Remember the end is near... of the year that is!

November 2002

...

Beware of these Tax Scams... They are Tricks not Treats

October 2002

...

Sources of Tax-Free Income

September 2002

...

So you want to win the lottery...

August 2002

An Oregon couple hit the big one and decided to take the 20-year payout. Then they decided to sell their future earnings at a discount, winding up...

Tax Tune-Up

July 2002

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Potpourri: Tax Tips

June 2002

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Tax Tips Grab Bag

May 2002

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Tips From History On Taxes

April 2002

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We Can Work It Out

March 2002

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Relief Is Only A Phone Call Away

February 2002

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A Checklist for the IRS?

January 2002

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Too Good To Be True? Yup!

December 2001

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Tax Tip Grab Bag

November 2001

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Tax Tips for Changing Times

October 2001

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Tax Breaks for The Scholastically Inclined

September 2001

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Giving and Receiving

August 2001

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Good Medicine From The IRS

July 2001

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Love and Taxes

June 2001

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Tax-Wise Tips

May 2001

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Tips For Tidy Taxpayers

April, 2001

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Tip Toe Through Your Taxes

February 2001

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Tax Tip of the Month

January 2001

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Tax Saving Ideas

September 2000

For next year’s return – if you have money coming back to you - consider direct deposit. This may save you considerable time in getting your refund back. It also eliminates...

Tax Tips: Deductions

August 2000

Dependants: Did you know you can deduct dependents, even if they are not a relative? If the person lives with you and you provide more than half of her or his support, you can list them as a dependant. However...

Mid YearTax Tips

June 2000

Is it ever too soon for good planning?...

Contributions To Your Children's IRA

June 2000

...

Get a Personal Financial Check-up.

May 2000

...

Interesting IRS News

April 2000

...

Self-employed? Deduct Health Insurance Premiums.

March 2000

Self-employed can deduct helth insurance premiums...

All Dependents MUST Have SS# or Lose the Deduction

February 2000

...

IRS Will Be Sending Out E-Filing Postcards

January 2000

...

IRS Announces Credit Card Payment Options

December 1999

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New Social Security Benefit Ruling

November 1999

...

IRS To Offer Relief For Y2K-Related Problems

October 1999

The IRS will issue guidance next month on penalty relief for taxpayers who took necessary steps to prepare for the date change to the year 2000 (Y2K) but were unable to comply with the tax laws due to problems beyond their...

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Resources

Marc Wasserman CPA