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Why the “kiddie tax” is more dangerous than ever

Once upon a time, some parents and grandparents would attempt to save tax by putting investments in the names of their young children or grandchildren in lower income tax brackets. To discourage such strategies, Congress created the “kiddie” tax back in...

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A midyear review should go beyond financials

Every year is a journey for a business. You begin with a set of objectives for the months ahead, probably encounter a few bumps along the way and, hopefully, reach your destination with some success and a few lessons learned. The middle of the...

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Why Cash Flow Planning is Critical in 2018

Why cashflow planning is critical in 2018 Cashflow is simply the amount of money coming in versus going out.  Sounds simple right? Sometimes it is not a matter of simply having more coming in than going out, but how the ebb and flow is...

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Tips For Finding the Right Accountant

Finding the right Accountant for your business is a critical step in ensuring financial success. It’s important to find someone that will help you reach your goals. Many business owners fail because they do not have a trusted financial advisor...

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