Did You Get Your Tax Refund? You Might Not.
Check on your tax refund — and find out why the IRS might not send it It’s that time of year when many people who filed their tax returns in…
Working After 70½ and Your RMD
Still working after age 70½? You may not have to begin 401(k) RMDs If you participate in a qualified retirement plan, such as a 401(k), you must generally begin taking…
Business Data Breach? Five Steps to Take
Responding to the nightmare of a data breach It’s every business owner’s nightmare. Should hackers gain access to your customers’ or employees’ sensitive data, the very reputation of your company…
Be Vigilant About Your Business Credit Score
As an individual, you’ve no doubt been urged to regularly check your credit score. Most people nowadays know that, with a subpar personal credit score, they’ll have trouble buying a…
Make a deductible IRA contribution for 2018. It’s not too late!
Roth or Not – Make Your IRA Contribution Soon. Do you want to save more for retirement on a tax-favored basis? If so, and if you qualify, you can make…
Where Did My Tax Deductions Go?
Some deductions may be smaller (or nonexistent) when you file your 2018 tax return The Tax Cuts and Jobs Act (TCJA) reduces most income tax rates and expands some tax…
What Do Your Financial Statements Say
Financial statements tell your business’s story, inside and out Ask many entrepreneurs and small business owners to show you their financial statements and they’ll likely open a laptop and show…
Develop Your Succession Plan Now
Using knowledge management to develop your succession plan As the old saying goes, “Knowledge is power.” This certainly rings true for succession planning in business, as those who best understand…
Don’t Miss the 2018 Gift Tax Deadline
The 2018 gift tax return deadline is almost here Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s important to determine…
Is America Prepared to Retire?
A look at some ways to get ready. Provided by Dane Wilson, Financial Advisor Are Americans saving enough? Only 19% of U.S. adults describe themselves as “very confident” when asked…