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5 Mistakes Small Business Owners Should Avoid
The number of small businesses in the United States continues to rise. In fact, according to the U.S. Small Business Administration, there are 33.3 million ... -
Important Gifting Rule Changes for 2024
The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world. Changes in estate tax laws on both the ... -
New Gift Tax Rule Will Apply For 2023
The annual gift tax exclusion is one of the most misunderstood financial concepts in the financial world. Changes in estate tax laws on both the ... -
Key Personal Finance Statistics You Should Know (But Probably Don’t)
Do you know your numbers? When it comes to finances, people often spend more time researching what they will purchase with their money than they ... -
Mega Millions Jackpot Highlights the Importance of Managing Sudden Wealth Events
The giant Mega Millions lottery jackpot of $1.34 billion dollars was recently won in Illinois. Rather than receiving annual payments over 30 years, the winner ... -
IRA Strategies for Tax Season
Individual retirement accounts play a vital role in the retirement plans of many Americans. In fact, according to the latest figures from the Tax Policy ... -
Take Advantage of Tax-Loss Harvesting Opportunities in 2020
2020 has been a turbulent year for the markets and our economy. From concerns regarding the economic and social impacts from Covid-19 to fears over ... -
Tax Planning Strategies to Consider in the Post-COVID Economy
The economic impacts of COVID-19 continue to reverberate through the economy as more and more workers and businesses struggle with the financial impacts. While many ... -
Reducing Your Chances of an IRS Audit in 2020
Tax season is upon us and both taxpayers and preparers have begun compiling income tax statements in order to meet the upcoming April 15th deadline. ... -
5 SMART WAYS TO INVEST YOUR TAX RETURN
The Internal Revenue Service expects more than 155 million tax returns to be filled this year with nearly 112 million taxpayers receiving a refund. That’s ...
