Certified Public Accountants · Financial Planning & Investment Services
🖨 Print⏱ 4 min readSo you want to save for a down payment for your dream house, but you aren’t sure how to get there. It might even feel overwhelming. But take heart, here are some tried and true methods that you can start today that will help you save sooner than you think. Save […]
🖨 Print⏱ 4 min readBased upon a recent McKinsey Global Survey, nearly 9 in 10 (87 percent) of management and above level respondents affirmed they are currently, or within the upcoming five years, dealing with the skill gap among their employees. With the vast majority of businesses experiencing or forecasting a skills-gap, how can they […]
🖨 Print⏱ 3 min readThe House recently released a nearly 900-page proposed bill that would make major changes to current tax laws. The bill is intended in large part to help pay for both the Biden Administration’s budget and infrastructure stimulus bill. It’s important to keep in mind that the provisions and changes outlined below […]
S 1301, S 610, HR 4502, HR 4346, HR 2485, S 583
🖨 Print⏱ 4 min readAccurate and timely accounting is critical for any business’ survival. At the same time, it’s important for entrepreneurs to pour their energy into core business activities and not waste time on day-to-day bookkeeping. Unfortunately, the cost of setting up a full-time accounting department is prohibitive for small and mid-sized businesses. Thankfully, […]
🖨 Print⏱ 4 min readIf you’re 40 or 50 and aren’t where you’d like to be in terms of saving for retirement, don’t despair. You can remedy this situation. And since people are living well into their 80s and 90s, it’s never too late to start. Here are a few things you can do. Max […]
🖨 Print⏱ 3 min readWith the internet available for essentially all employees and remote work becoming a part of more businesses’ operations, developing a bring-your-own-device (BYOD) policy is almost necessary to help employees be more productive and safe while working. Research shows there are many reasons why businesses should develop the right type of BYOD […]
🖨 Print⏱ 4 min readIt’s not uncommon for adult children or siblings to act as caregivers for family members or give them financial assistance for medical or long-term care needs. The problem is that all too often those providing the help don’t take advantage of the tax benefits. Types of Care Caregiving happens through many […]
If you are paying a facility or an individual to watch your children this summer, you may benefit from the dependent care credit, often referred to as the “child care credit.” The American Rescue Plan Act (ARPA) signed into law earlier this year increases the tax benefits associated with this credit for taxpayers with certain […]
hr 12, s65, s1251, hr3684, hr2662