Category Archives: Financial Planning

28 September 2020

5 New Updates on Economic Impact Payments

New information continues to unfold as Congress provides clarity on several aspects of the economic impact payments and discusses a potential second round of stimulus checks. IRS Notice 1444 Under the CARES Act, the IRS deposited or mailed the first … Continue reading

16 September 2020

5 Retirement Plan Options for Self-Employed Business Owners

  Owning your own business gives you a great deal of freedom to make your own choices. It also comes with a lot of responsibility as well, such as estimating and paying your own quarterly taxes, hiring reliable employees, and … Continue reading

25 August 2020

The Ins and Outs of Quarterly Estimated Taxes

[Next Estimated Tax Deadline: September 15] There’s been a lot of movement in the small business space since COVID-19 has created unprecedented disruption since earlier this year. Many people were forced to rethink their careers or close up shop, while … Continue reading

3 August 2020

What Small Businesses Need to Know About PPP Loans

As borrowers face deadlines and near the end of covered loan periods, many questions are being asked about PPP loan requirements and forgiveness eligibility. There’s still much-needed clarification awaited by the U.S. Small Business Administration (SBA), but here’s an up-to-date rundown … Continue reading

30 July 2020

5 Reasons to Hire Your Child

Many small business owners are in search of reliable, strong staff during these difficult times. So, why not hire your child (or grandchild)? It could pay off big time. If you have a teenager at home, there’s a number of … Continue reading

3 July 2020

10 Ways to Improve Your Cash Flow

Cash flow is king. It is the lifeblood of any business. Often referred to as “working capital,” cash flow is the movement of money going in and out of your business and provides a lens into the health of your … Continue reading

22 June 2020

When is My Capital Gains Rate 0%?

With a tax planning opportunity for just about everything, seeking to pay 0% on capital gains is no exception. There are quite a few planning strategies you can do to realize tax-free earnings on profits from capital assets. When you … Continue reading

19 June 2020

Teach Them Young – How to Leverage Summer Job Salaries

If you want to teach your child the value of a dollar this summer, take a look at some interesting tips on how they can leverage their summer job salaries. At seventeen years old, one rarely thinks about retirement savings. … Continue reading

7 May 2020

360º Series: Small Business Panel Discussion

Live Webinar: Tuesday, May 12 at 11:00 AM   What are other small business owners doing in the current economy? How can you stay nimble, relevant, and engaged? Pick up some tips for your business on how to navigate through … Continue reading

24 April 2020

360º Business Panel Discussion on the Impacts of COVID-19

Live Webinar: Wednesday, April 29 at 8:00 PM Are you curious about what the status of the pandemic means for your business + industry? When and how do we get back to business as usual? We’ve put together a dynamic panel … Continue reading

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