Tag Archives: financial planning

Know the facts about IPOs

Do you know anybody who has tripled his or her money investing in the initial public offering (IPO) of a hotshot new company? It can happen. Yet the truth is, most investors don’t make money playing IPOs. It’s just that … Continue reading

Posted in 401 k, 529 plan, Financial Planning, invest, Investing, investment, IRA, retirement, stock, tax advice, tax planning, Uncategorized | Tagged , , , | Leave a comment

Three Tips to Start the Tax Filing Season

Check whether your children need to file a 2015 tax return. They’ll need to file if wages exceeded $6,300, self-employment income was over $400, or investment income exceeded $1,050. When income includes both wages and investment income, other thresholds apply. … Continue reading

Posted in Amended Tax Return, Business, business help, Business Owner, Employee Benefits, Filing Taxes, Financial Planning, save on taxes, Tax, tax advice, tax bill, tax exempt, Tax Return, taxes, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , | Leave a comment

Get Ready for 2016: QuickBooks Can Help

We’ll be ringing in the New Year soon. Will you have wrapped up your 2015 finances by then? There’s something very satisfying about turning our calendars to January. It always feels like a fresh start. We resolve to develop new, … Continue reading

Posted in Business, business help, Business Owner, customer, deductions, education, Employee Benefits, Financial Planning, guide, Inventory, invest, Investing, investment, marketing, New Business, Operational Accounting, Operations, Payroll, quickbooks help, QuickBooks Online, QuickBooks Tips, record keeping, Uncategorized | Tagged , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Update your beneficiary designations

Who have you designated as beneficiaries for your insurance policies and retirement accounts? If you can’t remember, you’re not alone. But it’s worth checking. If you make the wrong decision, it could affect who inherits those assets. In some cases, … Continue reading

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A vital business document: the buy/sell agreement

Every business should give serious consideration to how the company would deal with the death, disability, or departure of one of the owners. Like a will, a buy/sell agreement (also known as a business continuity contract) spells out how assets … Continue reading

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