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Plan for the fate of your digital assets

July 24, 2016

An important step in estate planning is creating an inventory of your assets.

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Keywords: digital assets

Avoid penalties by keeping accurate information return records

July 22, 2016

Did you file all required information returns for 2015 and earlier years? Information returns include Forms 1099, the forms you complete when you pay for certain business expenses such as rent or services performed by an independent contractor.

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Get organized and improve your business

July 22, 2016

The art of placing information in a logical order, more prosaically called organization, is key to the efficiency of your business, which can in turn increase productivity. Fortunately, you can master the art of organization by making habits out of simple techniques.

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Six Year-round Tips to Lower your Taxes

By Bill Harvey, CPA   |  July 15, 2016

Waiting until tax time to try to lower your taxes is usually not the most effective way to accomplish your objective. Between now and the end of the year, try some of these ideas and you just might save yourself a few (thousand) dollars at tax time.

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Do you need to file Form 5500-EZ?

July 14, 2016

If your business has a one-participant retirement plan such as a solo 401(k) - for example, if you own the entire business and the plan covers only you, or you and your spouse - you may be unaware that you can have tax filing responsibilities.

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Keywords: form 5500-ez

Follow these suggestions for a comfortable retirement

July 11, 2016

Planning for a comfortable retirement involves coordinating many moving parts. But you can begin by setting up a broad outline and filling in the details once you've taken the first steps.

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Investment Update

By Ryan Gilmer, FPA, Investment Advisor   |  July 7, 2016

For the calendar year 2016, the S&P 500 Index is up 3.84%. As you can see from the chart below, which shows performance year to date, the index has rebounded from its February lows. The 10% decline that ended in February has been recovered.

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Recap from the Chicago Morningstar Investment Conference


Every year, Morningstar, an independent investment research firm, hosts a conference near their headquarters in Chicago. Financial advisors and mutual fund representatives from all over the country come to discuss the current economic environment and...

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Investing During Retirement and Avoiding Uncle Sam’s Tax Booth, Part 2 of 3 in a Series

By Aaron Bates, CFP, Investment Advisor   |  July 7, 2016

People usually spend thirty to forty years saving and investing for retirement. Many become very familiar with the tax rules as they grow their accounts and keep taxes as low as possible during their working years. Then retirement comes and...

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Employee Spotlight – Christopher Bevington, CPA

By Kim Tanner, SPHR   |  July 7, 2016

We'd like to introduce you to Chris Bevington, CPA, who serves as our Tax and Accounting Manager.

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