This month we’re focusing on answering some of the most common “quick questions” that clients asked. If you missed our previous posts in this series, you can find them here, here, and here. All caught up? Great! Let’s jump into our final quick question: “How much should I pay in estimated tax payments?” It may […]
How To Answer The Not-So-Quick Estimated Tax Payments Question Read More »
Welcome back! This month we’re talking about all things tax related, including tax terms. If you missed our other posts this month, we invite you to check them out now. To learn how to choose the right entity, click here. To find out how you can take advantage of some surprising tax deductions, check this
Key Tax Terms You Need To Know To Win The Tax Game Read More »
Regardless of what you think about President Trump politically, there’s one thing we can all agree he knows how to do well: play the tax game. While on the campaign trail last fall, The New York Times reported that Trump took an astounding $916 million loss on his 1995 income-tax return—which equates to more than
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This month we’re talking about everybody’s favorite topic: taxes and tax obligations. We know, we know…it’s actually not your favorite topic, nonetheless, it’s a very important topic so it’s something we’ve got to address. If you missed our first two posts this month, make sure you check out our posts on How To Choose The
Tax Obligations You Need To Know About Read More »
Last week we kicked off the month by giving you the information you need to decide which entity is best for you. This week, we want to talk about something that you might find to be a lot more fun—tax deductions! As a Financial Advisor, you can deduct your mileage and other auto expenses, office
Surprising Tax Deductions For Financial Advisors Read More »
This time of year, every minute counts. And that’s why there are few things as frustrating as clients that call with pesky, “quick” questions that often, are not quick at all. And worse yet, they suck away minutes from the clock—5 minutes here, 15 minutes there—until before you know it, you’ve lost several hours during
How Wealthy CPA’s Profit From Answering “Quick” Questions Read More »
Which type of entity is right for you? There are four types of entities and the one you choose can either work for you or against you. Let’s take a good look at some of the more important pros and cons associated with each entity type. 1) Sole Proprietorship This is the most common business
How to Choose the Right Entity Read More »