7 Steps To Protecting Your Assets

7 Steps to Protecting Your Assets

Asset protection should be a priority for anyone with – assets. With seven key steps, you can retire with confidence and leave a financial legacy for your loved ones. It is not just the super-rich who need to worry about this either; you or I could easily find ourselves in an uncomfortable situation if our…

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Estate Planning 101

Estate Planning is all about setting up a plan that establishes who will eventually receive your assets once you pass on or are incapacitated.  It lays out in detail the way you want your affairs to be taken care of in case you are not able to handle them on your own for any reason.…

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Retirement Planning Strategies 101

Budget planning and operating within a budget during your working years might seem to be much easier and more attainable than forecasting what your income and spending needs will be during retirement. Afterall, balancing the household budget while knowing what your take-home pay is and what your spending habits are involves much less calculating and…

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Small Business Accounting Costs

Net Investment Income Tax (NIIT)

For many small business owners, the accountancy duties are often the bane of their existence as it requires specialty financial management skills and consumes valuable time that should be dedicated to running the business. It is the rare business owner that relishes managing the financial side of the company. Some business owners look to financial…

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How to maximize meal tax deductions for 2021

Business Meal Tax Deduction 2021

One of the best ways to meet and get to know vendors, distributors, or prospective clients is by organizing business meals. Not only is it convenient, but also it is an effective way to build lasting business relationships. The relaxed atmosphere of a business dinner may make your guests more receptive to listening than they…

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CFO/Financial Management for Dental Practices

Every facet of your dental practice hinges on the financial health of your business. The quality of patient care is predicated on the equipment you have, the type of technological tools at your disposal, and the caliber of your team.  Your practice offers competitive wages to be able to hire top-quality dental assistants, dental hygienists,…

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8 Essential Characteristics To Find The Right Team Members

Hiring The Right Team

Recently we had a conversation with a dentist who shared his preferred hiring strategy. He finds new team members by going to restaurants and talking to people there. He finds wait staff with people skills, are attentive to their customers, has a good memory and great personality. He even offers to put them through assisting…

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5 Keys to Putting Kids and Family Members on the Payroll

Whether you are a small business owner or self-employed, hiring and paying your children or grandchildren is a great strategy for minimizing your tax liability and enjoying a series of secondary benefits. In addition to the potential tax advantages, hiring family members can provide a certain level of comfort and familiarity for the work environment.…

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Three Options to Stimulus Loan Forgiveness

We are entering the second month of the shutdown. Many of our clients have received their PPP loan funds, no doubt, with a sigh of relief. With money in hand, attention is turning to forgiveness. The percentage of funds used for payroll costs is key to ensuring forgiveness takes place.

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Three Decision to Make Now for When Doors Open Again!

We want you to know that we are open and working either in the office or remotely. We are, however, taking precautions to protect the well being of our team members and clients. We are committed to putting you in the best financial position possible through proactive tax, consulting, and accounting regardless of the outside…

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