A lot of people think that they need to wait until retirement to start getting serious about serious cash flow, this couldn’t be further from the truth. You need to ask yourself three main questions when considering a conversion to a Roth IRA and its
If you're a mid-size or growing business then you are faced with multiple challenges throughout the year. One of the biggest challenges that a small to mid-size business owner faces is efficiently running the business finances. Financial challenges can range from having enough funds to
If you happen to be self-employed in 2023, then you have an amazing opportunity to take advantage of a key tax strategy that can reap benefits on many fronts. Here's the deal, retirement plans if implemented properly can provide you with those extra tax write-offs
If you are investor or business owner, then you need to be aware of something called "Net Operating Losses" and "Passive Activity Loss Limitations." NOL's essentially allow business owners to reduce your taxable income and infect help you take advantage of massive refunds if properly
Are you having tax issues after filing your business and personal taxes? Is your CPA unavailable and not responsive to your texts? First things first, taxes are complicated and there are multiple parties involved. First, it's you the client whose struggling to find answers, your
Making the decision to sell your small business, and your life's hard work can be tough. Nevertheless, having the fortitude to make this decision as a business owner you must now plan for the future. We always advise our clients to make sure that they
There are a lot of investment vehicles that investors can utilize with proper guidance and education, unfortunately in today's day and age there are a lot of financial "advisors" who are trying to make a quick commission of their clients and do not hold their
As a landlord how do you know what deductions and tax strategies to undertake when you plan on either selling your home or planning to acquire more properties? Simple you first job is to contact a strategic accountant or CPA who specializes in all thing’s
Since the NCAA recently announced that college athletes can take advantage of the Name Image & Likeness (NIL), there has been a fury of misinformation over the internet. In the news you have seen proclamations such as "scholarships should be stripped" to "more power to
As a small business owner, you are probably searching for some much-needed guidance around tax credits during this constant chaos and unknown. From the CARES Act of 2020 to the American Rescue Plan Act of 202, there can be a lack of clarity around eligibility
