Cash Flow Management for Subscription-Based Revenue Models
If you’re running a subscription-based business, you’re in the game of recurring revenue—a model full of potential for steady income but...
top of page
Search
Oct 234 min read
How the 2025 Social Security Adjustments Will Impact Your Wallet
As we step into 2025, millions of Americans are set to experience a notable change in their Social Security benefits. The Social Security...
Aug 96 min read
Protecting Our Seniors; Understanding and Preventing Scams
As our population ages, seniors increasingly become targets for a variety of scams. These fraudulent schemes can have devastating...
Jul 263 min read
Essential Tax and Financial Planning Strategies for Boomers and Gen Xers Approaching Retirement
As Boomers and Gen Xers approach retirement, effective financial planning becomes crucial to ensure a comfortable and secure future. This...
Jun 146 min read
Sec 529 College Savings Plan Features and Tax Benefits
A common question parents have is, “How might I save for a child’s post-secondary education in a tax-beneficial way?” The answer depends...
Feb 217 min read
Gift & Estate Taxation - An Overview
Gift and estate taxes are both part of the federal transfer tax system and are interconnected. Gift tax applies to transfers of wealth...
Nov 27, 202310 min read
Taxes and Holiday Gift Giving
The holiday season is customarily a time of giving gifts, whether to your favorite charity, family members or others. Some gifts have tax...
Oct 25, 20232 min read
Tax planning before Thanksgiving
Waiting until after the close of the tax year to worry about your taxes can result in missed opportunities that could have reduced your...
Oct 4, 20237 min read
Financial Aspects of Elder Care Planning
When we’re young and vibrant, we think that we’ll never grow old. We enjoy each day never thinking there might come a day when we’ll...
Sep 29, 20233 min read
How Does Education Impact Your Taxes?
The kids are back in school! Things like student loans, scholarships, and fellowship grants can play a role in parents’ and college...
Sep 29, 20224 min read
Tax and Personal Finance Tips for New Parents
Expanding your family? Whether you’re in the planning stages or your bundle of joy has already arrived, raising a child is one of life’s...
Sep 26, 20228 min read
Best Practices for Avoiding Cash Flow Problems With Your Business
If you had to make a list of some of the biggest issues that plague small business owners on a regular basis, cashflow problems would...
Sep 23, 20223 min read
Inflation and an Economic Slowdown
Newspapers and media reports have been filled with talk of inflation and recession. Experts are arguing about the definition of the...
Sep 13, 20222 min read
Will you benefit from Biden's student debt relief?
On August 24, President Biden announced a three-part plan to deal with student loan debt which includes, among other things, $20,000 in...
Aug 30, 20228 min read
What Does The Inflation Reduction Act Mean To You?
President Biden signed into law the Inflation Reduction Act (IRA) of 2022 which is a scaled-back version of the prior Biden...
Jul 26, 20225 min read
Thinking of Selling Your Home?
If you sold your home this year or are thinking about selling it, there are many tax-related issues that could apply to that sale. To...
Jul 14, 20223 min read
Best Practices for Managing Your Business Through an Economic Downturn
The United States economy is nothing if not cyclical - which can be a good thing or a bad thing depending on when, exactly, you're trying...
Jun 20, 20223 min read
Review cash flow processes
If you’re a business owner who has been through a recession before, you know that smart cash flow management is absolutely crucial. If...
Dec 13, 20214 min read
Don’t miss tax free gifting opportunities
If you are fortunate enough to have an estate large enough to be subject to the estate tax upon your death, you might be considering ways...
Oct 25, 20212 min read
Understand the ‘Rule of 72’ to Make Personal Finance Decisions
Though everybody wants their money to grow, few people understand the best way to make that happen. It’s all about where you choose to...
bottom of page