One of the more insightful quotes of baseball great Yogi Berra was, “If you don’t know where you’re going, you’ll end up someplace else.” When you’re young, first starting out in life and career, the path to professional success and personal fulfillment isn’t always clear. Most...
Most people know the basic concept that certain types of investment accounts are tax-sheltered while others are not. Think 401(k), 403(b), IRA and Roth IRA accounts, for example. What most people are not aware of is how splitting your investment positions between your taxable and...
Here is what the firm has been up to since our last newsletter. New Hires: Trent Herndon joined on February 7th as a Business Advisory Senior Associate Noah Tessau & Roger Lewis joined on February 12th as Seasonal Tax Administrative Associates Terri Knotts...
Baby Boomers – the largest generation in America by the numbers – are approaching their golden years. This means that many are beginning to look ahead to a healthy and secure retirement as they put their years in the workforce behind them. One of the...
In the wake of the pandemic, remote work has become the new norm for many American workers. As businesses across a wide range of industries have shifted to a remote model, employees and employers alike have experienced numerous benefits such as reduced overhead costs, increased...
One fundamental financial practice that often gets overlooked, yet holds immense importance, is the separation of personal and business finances. By maintaining distinct bank accounts and credit cards for business transactions, small business owners can streamline bookkeeping processes, ensure accurate expense tracking, and foster clarity...
Whether you just started using QuickBooks to manage your small business in 2024 or you have been muddling along for years with unanswered questions, diving into financial software can feel like swimming through uncharted territory. Your business's financial health depends on accurate bookkeeping and seamless...
If you would like to donate artwork to an eligible charitable organization, you might be able to take a deduction on your tax return. However, the rules are complex. There are different requirements for different values, and there are scams you want to avoid that...
The U.S. Treasury recently enacted a new reporting requirement aimed at quashing illicit financial transactions. The agency believes that corporate anonymity is enabling money laundering, terrorism and drug trafficking. As part of the 2021 Corporate Transparency Act (CTA), certain companies are now required to report...
Here is what the firm has been up to since our last newsletter. [themify_col grid="2-1 first"] Promotions and New Hires: Jocelyn Strong joined the team as Senior Audit Associate on June 5. Cristina Scamardella joined the team as an Administrative Associate on August 7. Shane Morris joined...
