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Looking at Some Business Activities Before the Year Ends

{6 minutes to read}  You may agree with me that there have been multiple moving parts with businesses in 2021 — grants, loans, credits, more deductions, and the list goes on. Coupled with the virus — doing its own thing — we still have a business to operate, even though it may not be business […]

2021 Year-End Tax Planning

{6 minutes to read}  Let’s look – strategically and intentionally. As we look back, consider the wise words from two individuals who share the same first name: Warren W. Wiersbe, an American clergyman/biblical teacher wrote, “you do not move ahead by constantly looking in a rear-view mirror. The past is a rudder to guide you, […]

Is a Roth Conversion the Right Move for You?

Let’s Welcome the Season of Hope! Many believe that Thanksgiving Day opens the doors to welcome the “Season of Hope.” There is often a sense of vibrancy in the atmosphere between this day and the end of the year. Maybe this is partially due to the Christmas lights and the flames from the menorah at […]

2017 Year-End Tax Guide for Businesses

*Due to the weekly changes and updates to the proposed tax law, some of this article’s content may have changed. Once the law is passed, we will update you. {7:06 minutes to read} Now that each chamber of Congress has met, i.e. the House and the Senate, we now await the final verdict regarding how they […]

Taxes: So What’s Next?

{3:36 minutes to read} What will my tax bill look like in 2017 under the new president? In the past weeks, I have been asked this question many times. If you are also pondering this question, let’s recap in more detail some of the tax changes Mr. Trump proposed. In addition to Trump’s plan, we […]