Perhaps no other form is as misunderstood as the lowly W-2. “Expert” employees attempt to lecture managers every year about what can and cannot be done with a W-2 and each year, our team in the office fields scores of … Read More
Author Archives: Kyle Dugan EA CAA
The Face Behind Marketplace
Some of the biggest moves in the business world fly under the radar, even as they have a massive impact on organizations and society at large. While celebrity CEOs like Elon Musk make international headlines, Deb Liu never made the … Read More
Tax Season is Open!
Well, here we are and it’s time to ensure a smooth tax season. Seriously – even as a professional who preaches from the same gospel each year to all our clients, there are always a few that come in completely … Read More
Thinking Long Term
One thing not enough people consider is long-term care (LTC). These plans typically help cover the costs for services like in-home care, stays at nursing homes and assisted living facilities, and adult daycare programs. Traditional insurance plans and Medicare/Medicaid often … Read More
Beware of the Trends
Now that all the paperwork should have gone out regarding 1099s, W2s, and so on, the real work here at the office is just beginning. I wanted to spend a few minutes sharing some things that have come up in … Read More
Stop Shopping, Start Stacking
Jeff Bezos has uttered some words you might not expect — at least not from someone who made his billions as the founder of Amazon, one of the world’s largest retailers. Just before the first of the year, Bezos advised … Read More
Becoming Visible
We recently took on a new business client that inspired this email. No, I’m not going to name names, or even share their industry with you, but what inspired me to share some of their details was the incredible positivity … Read More
Shopping For New Experts
It might seem odd that I’d be discussing how a business owner should approach the subject of finding a new accounting team right now, in the middle of tax season. Most tax professionals are up to their ears in business … Read More
Looking for a New Team?
Well, we’re moving right into February already, and now that “most” of the W2’s and 1099s are sent, we’re hearing from a lot of new folks. Maybe those who are frustrated by other tax professionals, maybe folks who have a … Read More
January’s Real Estate Corner
So you’ve finally saved up enough for a down payment, and interest rates have doubled. Do you still buy? Yes, you should buy. Interest rates are higher than they have been in decades, however, when it comes to interest … Read More