Financial Tools & Info

Tax Planning

Most articles about the passage of the Tax Cuts and Jobs Act in December buzz about the resulting income tax consequences for individuals and businesses.

But what about the intersection of the TCJA and estate planning?

Posted March 19, 2018
Tax Planning

A recent interview style Q and A session appeared in Accounting Today featuring the expertise of author Iralma Pozo. In this series of questions, Pozo tackles some important aspects of the most significant change to the U.S. tax code since 1986.

Posted March 12, 2018
Tips

The following article provides a preliminary overview to blockchain technology. Additional information regarding this technology and its potential will be presented in subsequent articles.

Posted February 27, 2018
Budgeting

In practice, the sharing economy is nothing new. It’s been around for a thousand years, in fact. Societies have always shared the use of assets.

But then the internet came along, and following close behind was Big Data.

Posted January 22, 2018
Business Strategies

Poor cash flow can affect much more than the financial performance of your business. The non-financial costs of poor cash flow can have just as negative an impact on your business as the financial costs.

Posted January 15, 2018
Business Performance

Carefully crafted, plainly understood communication is fundamental to the establishment of relationships, whether personal or business. If there is ever going to be a meaningful exchange of thoughts and emotions it will be through effective communication.

But it’s easier said than done.

Posted January 8, 2018
Business Analysis

You may have heard about subscription businesses and what owning a subscription business might be like. This article will help clarify what you may or may not have heard by going through some of the basics of owning and operating a subscription business.

Posted December 18, 2017
Budgeting

The decision of when to draw social security benefits can have a lifelong impact on one’s ability to have sufficient enough funds to afford retirement. For too many retirees, an insufficient social security nest egg is all they have.

Posted November 6, 2017