1.3.19
2019 Tax Calendar
January 15 — Individual taxpayers’ final 2018 estimated tax payment is due. January 31 — File 2018 Forms W-2 (“Wage and Tax Statement”) with the Social Security…
1.3.19
7 Ways to Prevent Elder Financial Abuse
As tax season ramps up, so do the efforts of scam artists looking to steal people’s financial data and money. Such fraudulent activities often target…
1.3.19
Laying the Groundwork for Your 2018 Tax Return
The Tax Cuts and Jobs Act (TCJA) made many changes to tax breaks for individuals. Let’s look at some specific areas to review as you…
1.3.19
How to Trim the Fat from Your Inventory
Inventory is expensive, so it needs to be as lean as possible. Here are some ways to trim the fat from your inventory without compromising…
1.3.19
Installment Sales: A Viable Option for Transferring Assets
Are you considering transferring real estate, a family business or other assets you expect to appreciate dramatically in the future? If so, an installment sale…
12.28.18
Fraudulent Transfer Laws Could Sabotage Your Estate Plan
Estate planning aims to help individuals achieve several important goals — primary among them, transferring wealth to loved ones at the lowest possible tax cost.…
12.28.18
A Refresher on Major Tax Law Changes for Small-Business Owners
The dawning of 2019 means the 2018 income tax filing season will soon be upon us. After year end, it’s generally too late to take…
12.28.18
How Gift Card Scammers Target Companies — and What You Can Do
Gift cards offer businesses a convenient way to reward employees and thank customers. However, as the FBI recently warned, gift card scams specifically targeting companies…
12.27.18
Bogus Vendors May Be Costing Your Company a Bundle
Are you harboring fictitious vendors in your accounting system? These are vendors invented by an employee — usually someone with the authority to approve invoices…
12.27.18
Business Owners: An Exit Strategy Should Be Part of Your Tax Planning
Tax planning is a juggling act for business owners. You have to keep your eye on your company’s income and expenses and applicable tax breaks…