Month: March 2017

How To Answer The Not-So-Quick Estimated Tax Payments Question

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 »

tax

How To Make Net Operating Losses Tax Wins

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 …

How To Make Net Operating Losses Tax Wins Read More »

Surprising Tax Deductions For Financial Advisors

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 »

How Wealthy CPA’s Profit From Answering “Quick” Questions

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 »