Recommendations and positive feedback from trusted sources are some of the most powerful tools when it comes to growing a successful business. Would you buy a new car without doing the research and reading the customer reviews? Probably not. Chances are, your clients follow the same principles. Referrals and testimonials can also be looked at as hot leads. The groundwork …
Are you eyeing your portfolio with year-end investment loss harvesting in mind? Before you place those sell orders, take a moment to review the “wash sale” rules.
The end of a year and the start of another are always busy times for companies.
Cat and dog lovers beware! Con artists are on the prowl for folks who own or want to adopt cuddly puppies or exotic felines.
Married same-sex couples will be treated for federal tax purposes just like opposite-sex couples, according to a recent IRS announcement. Same-sex couples who were married in a jurisdiction, domestic or foreign, that recognized their marriage as legal will be treated as married for federal tax purposes even if they live in a state that does not recognize same-sex marriages as …
Today many financial institutions are charging new fees — and increasing the level of existing charges — to lessen their exposure to volatile markets.
If you converted your traditional IRA to a Roth IRA in 2012 and now wish you hadn’t, you’ll want to know about this October 15, 2013, deadline.
“Boiled down to the essentials, financial (or fiscal) planning is about two things – accumulating wealth and protecting it”. Don’t feel like these two simple things are happening? Then it is probably time to consider a financial facelift. Like its surgical equivalent, a financial facelift entails a quick nip and tuck procedure. The end result is a more streamlined, …
The health care reform law passed in 2010 included a provision that would require employers of 50 or more full-time employees to provide affordable health insurance to their workers or face steep penalties.
Ah, Fall. Time for pies, pumpkins, and payroll — third quarter payroll taxes, to be precise. Here are things to think about as you gather your information.