Have You Found More Time?

Good Morning- One of the biggest challenges tax professionals and accountants face is assisting our clients in gathering all the information and documents they’ll need to be able to calculate their tax bills.  This time of year, of course, is … Read More

Some Things to Pay Attention To…

Good Morning, – Now that we’re really “into” 2020 and those of us who are digging into our New Year’s Resolutions are seeing progress while other folks may have … “misplaced” them, I wanted to pass along an interesting observation … Read More

If Nobody Knows, Can You Even Do It?

Good Morning – Now that we’re in the second week of 2020, I really wanted to check in to discuss those resolutions you made.  We ALL know that most of us fall back on the old “New Year, New Me” … Read More

New Year, Old Problems?

Good Morning, – Inevitably, one of the most common questions we get here when it comes to employee benefits for our clients is those pertaining to healthcare.  It’s no secret that healthcare costs, no matter who is in office, continue … Read More

Is Your Vision 2020?

Good Morning and Happy New Year! Now that the collective holidays are past us and we’re plunging into 2020, I wanted to reach out to not only welcome you to the next decade, I wanted to try to get a … Read More

Rethinking Your Taxes

Happy New Year, Welcome to 2020!  Like many of us, I’m sure you’ve made a whole host of resolutions for the New Year.  I did, too.  Today, though, I wanted to reach out to ask you – were those resolutions … Read More

New Tax Laws Passed

The President signed into law the Further Consolidated Appropriations Act, 2020. This Act not only prevented a government shutdown, but also passed many tax provisions. ExtendersThe Act passed the following: Retroactive reinstatement for the mortgage insurance premium (PMI) deduction and … Read More

20/20 is here…

Happy Holidays, First things first, this isn’t one of those sappy “New Year’s Resolutions” emails.  I’m saving THAT gold for new month.  What this is, though, is a quick note about your own goals.  I’d like you to take some … Read More

Never Quit Learning

Happy (Almost) New Year,! Before you start getting bombarded by New Year’s Resolutions (that’ll be next week for us 😊), I wanted to reach out and ask you to add one to the list. I want you to not worry … Read More

Getting Clear on When (and How Much!) You Can Contribute

Good Morning, We’re getting SUPER close to the end of the year and, just like every year, we’re getting tone of calls about what accounts can be contributed to after December 31st and which ones will remain open for contributions … Read More

Charitable Contributions – Almost closed out!

Happy Holidays! Like a lot of companies, my team and I plan out our charitable giving annually.  We like to pick the organizations we’ll donate to and then, make those contributions throughout the year.  Think about things like Breast Cancer … Read More

Getting The Most From Your 401(k)

Happy Holidays, We’re getting dangerously close to the end of 2019, but there’s still time to add to your 401(k) if you haven’t maxed out your contributions this year.  Just to remind you, if you’re under 50, you can save … Read More

Are You Ready?

Good Morning! Like it or not, the end of 2019 is here. From a tax point of view, if you still haven’t got all your paperwork and “stuff” in order, you’re woefully behind. Now, it might be easy to hide … Read More


Happy Holidays! Every year, at this time, we get bombarded at the office by folks trying to sort out there healthcare options for the next year.  Let me be simple and blunt:  It’s going to take you some time to … Read More

Don’t Get Lost in the Season…

It’s the holiday season, … …And there’s no reason you need to let the stresses get to you.  Year after year, I have folks like you who let themselves get lost in buying and end up loaded up in debt … Read More

Build Your Dream Business by Systemizing

The truth is, examples like our barber above are exceedingly rare.  The “entrepreneur” is really just a Technician, as Michael E. Gerber pointed out in The E-Myth Revisited and the Technician only wants to do the work. Cutting hair. Fixing … Read More

Replace Yourself in Your Business

One of the challenges of replacing yourself in certain roles within your business is that you have to actually understand how to train that job, and that’s something that many people really can’t elucidate.  In fact, one of the key … Read More

Impression of Control in Your Business

Now that we’ve made it through tax season, I wanted to share some thoughts that have been bouncing around in my head as a direct result of working with so many small business owners this spring. It’s about control – … Read More

Individual Tax Planning and Vacations

Now that the family vacation is behind you and the financial costs are readily apparent, can we talk about how you can save money next year? I know that a lot of you are thinking, “It would have been nice … Read More

6 Steps For Your Business Planning

Now that we’re on the backside of 2018, we’re at a critical time to review and check in on strategies that you may or may not be deploying for your business and investments.  While my team and I are experts … Read More