What’s affected so far, and what could be next The government has been partially shutdown for two weeks and if it goes much longer, it could impact not only open cases with the IRS, but this [...]
As a business owner, you work hard so you and your family can have the best things in life. The success of your business directly affects your personal spending. It also means that there’s a lot [...]
Resolved to stay on top of tax deadlines this year? Let us help. Here are 2019’s important IRS dates and deadlines to mark on your calendar. Category [...]
The answer is both business and personal In a recent episode of The Dentalpreneur Podcast, host Dr. Mark Costes took the opportunity to bounce a slew of money related questions off of episode [...]
Watch the video The long and short of it is, our emotions and behaviors affect the decisions we make every day. But, when it comes to decisions around when and what to invest in—acting on a whim [...]
The holiday season is in full swing, which can usually mean two things; you have more down time for yourself, and more social gatherings on the calendar. If it’s the former or the later, or a [...]
A Tax Law Case Study When the Tax Cuts and Jobs Act passed at the end of 2017, CPAs hurried to understand the most comprehensive tax update in the United States since the late ‘80s. Throughout [...]
December is on its way, and in the blink of an eye, 2018 will be over – as will your opportunity to take advantage of last-minute tax deductions and savings for which your business may qualify. [...]
An age-old question posed by authors Charles Dickens and Brian Portnoy By Hunter Satterfield, CPA Several years ago, a client of mine told me that he was re-reading the ‘classics,’ because his [...]
Take the 50/30/20 Rule and evaluate your progress on the path to financial freedom. One of the tools our financial planners use in consult with their clients is a simple concept called Know Your [...]
