Your Most Trusted and Valued Financial Advisors

News

Summertime Planning for Business Taxes

Published on June 17th, 2021

As a small business owner, there is plenty of tax planning and reviewing you can do in the summer months to reduce your 2021 tax liability. While conducting this review, remember that there is uncertainty surrounding possible tax hikes to take into account. The White House is proposing an increase to the corporate tax rate […]

Estate Planning – Choosing your Executor

Published on June 16th, 2021

By: Pamela M. Hagan, CPA One of the most important decisions in making your will is the choice of whom to name as the executor. The executor is the person responsible for settling your estate after your death. They will be required to gather your assets, pay debts, taxes and expenses, and distribute the remaining […]

Summer’s a time for vacations and tax planning

Published on June 14th, 2021

It’s tempting to take a break from everything this summer, but you may regret it come tax season if you push off tax planning. Here are some tips to help you keep your head in the game even when your feet are in the pool: If you are a sole proprietor with children, consider putting […]

Beware of Fake Invoices and Unordered Office Supplies!

Published on June 11th, 2021

As a small business owner, the best way to protect your company from fraud is to learn the signs of scams that target businesses and share this information with your employees and colleagues. Here are several types of scams that target small businesses, according to the Federal Trade Commission. Fake invoices. Scammers create phony invoices […]

Ideas to Identify and Manage Problem Accounts

Published on June 9th, 2021

As a small business, once you decide to extend credit to a customer, you now have a financial stake in continuing that relationship even if you suspect there might be trouble brewing. While you don’t want to crack down on a good customer too hard, too soon, you also don’t want to be taken advantage […]

Follow us on Facebook Follow us on LinkedIn Follow us on Twitter