Where Did My Retirement Go? How To Locate Lost Retirement Benefits

For one reason or another, you may find yourself in a situation where you've lost track of a retirement account like a 401(k) or pension. There are several ways this can happen: Job change. People change jobs in today's economy much faster than they did in the past, and that means that retirement accounts like [...]

2019-07-02T21:11:05-04:00January 26th, 2018|

Does Your Business Need Cyber Insurance?

It's a nightmare scenario few small businesses consider: hackers breach your computer system, steal your customer lists and threaten to exploit sensitive data. Data breaches by malicious individuals don't just pose a financial risk. They threaten your reputation and can trigger litigation if your customers blame you for the exposure of their data. So far, [...]

2018-01-03T12:31:28-04:00January 17th, 2018|

Tax Reform in 2018

Congress has passed tax reform that will take effect in 2018, ushering in some of the most significant tax changes in three decades. Here are some major items in the new bill that impact individual taxpayers. Reduces income tax brackets. The bill retains seven brackets, but at reduced rates, with the highest tax bracket dropping to [...]

2019-07-02T20:51:06-04:00January 3rd, 2018|

Credit Card Transactions Pose Audit Risks For Business Owners

Small business owners beware: the IRS may scrutinize reporting of credit card transactions more closely after it was criticized for lax enforcement. The IRS' overseer, the Treasury Inspector General for Tax Administration (TIGTA), recently said the IRS had been missing opportunities to audit tax returns that had large discrepancies between income and the card payments [...]

2017-11-20T21:18:20-04:00December 21st, 2017|

Business Year-End Tax Moves: Give Your Business Some Holiday Cheer

Even though the end of 2017 is near, it is not too late to get your business into the best possible tax position for the new year. Here are some year-end tax moves to consider: Consider vehicle purchases. There are several tax deductions available if you own a vehicle for business use. General expenses can be [...]

2019-07-02T20:51:06-04:00December 13th, 2017|