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Hiring Family Members - What You Need to Know!

February 25, 2021

Many business owners hire their children, their spouse, or other family members to work in their business. Sometimes this works out well. Other times it causes problems. Let’s look at the pros and cons of putting family members on your payroll.

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Protect Your Tax Return With This Secret Weapon!

February 23, 2021

The Problem - You hang up the phone with a huge smile on your face. You just learned that you’re getting a pretty sizeable tax refund this year. Now all you need to do is kick back and wait a week or two for the IRS

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Your Identity is NOT Your Own!

February 17, 2021

How companies use your identity and what you can do to protect it.

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Mid-February Market Update

By Ryan Gilmer, CFA, CMT Chief Investment Officer   |  February 16, 2021

We hope you are doing well. Here is a recap of market performance for the month of February so far:

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Organized Business Records Save Time and Money

February 11, 2021

Here are some suggestions to help you master the art of documenting and organizing your business now and in the future.

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Be Prepared For These Pandemic-Related Tax Surprises

February 9, 2021

Don’t get shocked by a high tax bill! Be prepared for these pandemic-related tax surprises when you file your 2020 tax return.

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Keywords: covid19, tax prep

4 Ways to Make Sure Your Tax Return Doesn't Get Stuck

February 3, 2021

Here are four ways to make sure the preparation of your tax return keeps humming along until it gets filed.

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January Market Update


We hope you are doing well. Here is a recap of market performance for the month of January: Stocks were a mixed bag in January. US small stocks increased for the month, while US large and international stocks declined. Bonds were also down, as intermediate and long-term interest rates increased.

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