The Tax Filing Deadline Is Around the Corner

As a reminder to those who have not yet filed their 2018 tax returns, April 15, is the due date to either file a return (and pay the taxes owed) or file for an automatic six-month extension (and pay the an estimate of the taxes owed). Caution…
Could Your Sales Invoices Be Better? How QuickBooks Online Can Help.

Could Your Sales Invoices Be Better? How QuickBooks Online Can Help.

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Every interaction with your customers can enhance your image. Here’s how QuickBooks Online contributes to that. Getting paid by your customers—on time, and in full—can take some effort on your part. You set smart due dates and enforce…
Combating Retirement Anxiety and the Fear of Running Out of Money

Combating Retirement Anxiety and the Fear of Running Out of Money

Retirement is the endgame for most people — it's literally why we work so hard our entire lives. But it's also no longer a situation that is as straightforward as it once was, particularly as far as financial planning is concerned. According…
Defer Gains with Qualified Opportunity Funds

Defer Gains with Qualified Opportunity Funds

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If you have a large capital gain from the sale of a stock, asset, or business and would like to defer that gain with the possibility of excluding some of it from taxation, you may want to check out the new investment vehicle created by tax reform,…
Checking the Status of Your Federal Tax Refund Is Easy

Checking the Status of Your Federal Tax Refund Is Easy

If your 2018 federal return has already been filed and you are due a refund, you can check the status of your refund online. “Where’s My Refund?” is an interactive tool on the IRS website at IRS.gov. Whether you have opted for direct…
Tax Time Is Around the Corner

A Government Shutdown Isn't Going to Save You From an IRS Audit

Yes, it’s true that we’re just coming out of the longest government shutdown in the history of the United States. It will take many government agencies — including the Internal Revenue Service — a significant period of time to get back…

Your Small Business Survival Guide for If (and When) the Economy Slows Down

Your Small Business Survival Guide for If (and When) the Economy Slows Down According to one recent study conducted by the Small Business Administration, there are approximately 28.8 million small businesses in the United States that are…
It’s Not Too Late to Make a 2018 Retirement-Plan Contribution

It’s Not Too Late to Make a 2018 Retirement-Plan Contribution

Have you been ignoring your future retirement needs? This tends to happen when people are young; because retirement is far in the future, they believe that they have plenty of time to save for it. Some people even ignore the issue until late…
Disappointed in Your Tax Refund?

Disappointed in Your Tax Refund?

If your tax refund is less than you anticipated, you are not alone. In a report issued by the Treasury Department on February 14, the average refund it is paying in 2019 has dropped to $1,949 from $2,135 in the prior year. In addition, the number…
Relief from the Affordable Care Act Penalty for Not Being Insured

Relief from the Affordable Care Act Penalty for Not Being Insured

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Beginning in 2019, the penalty for not having adequate health insurance, which the government refers to as the “individual shared responsibility payment,” will no longer apply. The elimination of this penalty as of 2019 does not impact…