Articles

Tax Strategies

President-elect Donald Trump has taken the “bull by the horns,” so to speak, and proposed a sweeping tax reform plan that will diminish what goes to the US Treasury in the form of tax revenues in the hopes of stimulating the economy.

Posted January 11, 2017
Tax Planning

It is crucial to understand your small business’s tax responsibilities, and there are real risks if you do not.

Posted January 5, 2017
Budgeting Tips

Having to manage personal finances is one of the stressful realities that makes up a part of normal daily living. As a single person managing his or her finances, he or she doesn’t have to be concerned with coordinating financial management efforts with anyone else.

Posted December 28, 2016
Deductions (Loans/Donations)

Before making your next donation to your favorite charity you might want to do some research. Do you really know to whom you’re donating? Do you know the charity’s stated mission? How much of your donation goes toward achieving the charity’s mission?

Posted December 20, 2016
Business Tips

Expanding a company’s business (or an aspect of its business) internationally might be a good thing. It all depends on a number of variables that need to be closely examined.

Posted December 12, 2016
Homeownership

When a real estate investor or consumer puts money in the residence where he or she will live, that investment is often among the most expensive that he or she will make.

Posted December 9, 2016
Homeownership

In the real estate lending world there is typically something called a “Pre-Approval” letter or a “Pre-Qualification” letter.

Posted November 28, 2016
Deductions (Loans/Donations)

A disaster loss is a loss attributed to a casualty occurring in an area declared by the President of the United States to be a disaster area entitled to federal assistance. Thus, in order to qualify as a disaster loss, the loss must also qualify as a casualty.

Posted November 20, 2016
Tips

Brexit is an abbreviation for the term “British exit.” On June 23, 2016, a referendum was passed by voters in the United Kingdom approving the exit of the United Kingdom from the European Union.

Posted November 11, 2016
Homeownership

In our May 2015 newsletter article “Understanding Reverse Mortgages,” we presented an overview of what reverse mortgages are all about.

Posted November 4, 2016