Please join us for our annual fall client event on Friday, Sept. 27 at Cafe Escadrille from 11 am - 4 pm. This year we expanded the focus of our annual financial and practice management summit to include two groups of healthcare professionals: For Mental Health Professionals- Sessions include: How To Choose Your Business Entity Type… Continue reading Save the Date – Sept 27 Annual Client Event
Did you file your tax return this spring and are still waiting for your refund? The IRS issues more than 9 out of 10 refunds in fewer than 21 days. However, it's possible that some tax returns require further review and take longer to process. Some common reasons that your refund is delayed: If you… Continue reading Still Waiting For Your Refund?
2018 was the first year that incorporated the majority of the tax law changes resulting from the Tax Cuts and Jobs Act of 2017 (TCJA) enacted just prior to the end of 2017. While many taxpayers were very concerned with the loss of certain tax deductions that had benefited them over the past tax years, the… Continue reading Interesting Metrics for Personal Tax Returns – 2018 vs. 2017
Q: My parents would like to give me a loan of $150k. How can we structure this loan so that we are in compliance with any rules from the IRS? A: To structure a loan in compliance with the IRS rules, you need to take the following steps: • Prepare a written loan document. It’s… Continue reading You’ve Got Questions ~ We’ve Got The Answer: Family Loans
From CBS Interactive/ By Steve Vernon Have you ever opened your 401(k) account statement and stressed out because the balance has declined? Don’t panic. Instead, try these strategies to address the inevitable stock market fluctuations that will occur during your lifetime. Workers Under 50: If you're less than 50 years old, "do nothing" is most… Continue reading What To Do If Your 401(k) Account Value Declines
Don’t forget these 10 points when considering and selecting your lender and loan officer: 1. Research the lender and loan officer to ensure they are a good fit for you. 2. What is their knowledge, experience, and commitment to service? 3. Are they local and respected by the realtor community? 4. Will your lender be… Continue reading Refinancing This Summer? Buying A New Home?
As we shared this winter in an article called Why Is Your Tax Refund Smaller for 2018 (written by Shira Schoenberg and including quotes from Andrew Schwartz CPA), many individuals were surprised that they had smaller tax refunds or owed more in federal income taxes than they had expected in connection with filing their 2018… Continue reading This Summer, Work Through Your 2019 Tax Projection