Blog
Back to School Advice for Managing Cash Flow
It's that time of year again. Summer is coming to a close, kids are headed back to school, and it's time for your business to get serious about managing its cash flow.
Social Security and Cash Flow Planning
I am a fan of budgets! Yes, that might make me a nerd, but I'm good with that. Some might think that being on a budget is too restrictive, but I have personally found that...
End of summer means time for tax planning
As summer winds down, you might want to put serious tax planning on your agenda. Changes that have already taken place (the Supreme Court's decision on premium tax credit...
Act fast if your tax identity is stolen
Have you gotten a tax bill you weren't expecting based on income you never received? Has your federal income tax return been rejected, or your refund delayed?...
July 2015 Market Insight
Have you ever thought about the most important characteristics that lead to successful investing? There are 5 areas of mastery that lead to long term investment success...
Do you owe the “Nanny Tax”?
If you are considering hiring someone to provide childcare in your home, you may be subject to the “Nanny Tax”. For more information about this tax, read...
Businesses say taxes are a hassle
In a survey of small businesses conducted by the National Small Business Association, 59% of respondents said taxes were more of an administrative burden than a financial
Scammers want to take your vacation
Buyer beware! Both the Better Business Bureau and the Federal Trade Commission have issued warnings about vacation fraud. By some estimates, this type of scam costs...
IRS publishes 2016 HSA contribution limits
The IRS recently announced inflation-adjusted contribution limits for health savings accounts (HSAs) for 2016. HSAs are a combination of a high-deductible health insurance...
Health care law survives Supreme Court challenge
On June 25, the U.S. Supreme Court issued its ruling on the controversial King v. Burwell case. The main issue in the case was...
Do your homework on back-to-school tax breaks
Education tax planning can optimize the available breaks for saving and paying for school expenses. Here are some tips.
Can You Afford NOT to Use Small Business Accounting Services?
“I have QuickBooks, I don’t need to pay an accountant to prepare my business financial statements.” Well…maybe, but in my experience as a CPA, ...
Need to save on taxes? It starts with your budgeting
We’ve all been there before—every time a new debit hits your checking account you think about your need to sit down and put together a budget. Life is busy, but...
Will expected changes to the FLSA affect your payroll?
On June 30, the Department of Labor (DOL) announced a proposed Fair Labor Standards Act (FLSA) rule that will affect nearly all businesses by increasing the number of employees...
IRS interest rate update
When you underpay tax, either on your personal or business return, you'll owe interest on the shortage. The interest accrues from the date the tax was due until you actually pay it...
No change to Affordable Care Act credit
In June, the U.S. Supreme Court decided the fate of the premium tax credit under the Affordable Care Act.
Maximize tax benefits of carryforwards and carrybacks
Although the tax code contains some exceptions, income is generally taxable in the tax year received and expenses are claimed as deductions in the year paid.
Refocus your business
Are problems beginning to surface in your business? Have profits been dwindling? Are customers complaining with greater frequency? Are competitors encroaching on your market share?...
June 2015 Market Recap
Here is an update of major market returns for the calendar year (YTD): Barclays US Aggregate Bond: -0.10%,S&P 500 (US large cap): 1.23%,Russell 2000 (US small
Recap From the Morningstar Investment Conference
The Morningstar conference is one of our favorite events of the year. At current prices, it’s going to be harder to generate future returns in stocks and bonds...
Social Security and the Non-Covered Pension
When working with our clients on filing for Social Security benefits, we strive to explore all available claiming strategies.Recently, I had the privilege of helping several...
Change in Intrepid fund name
Effective 6/29/2015 the Intrepid Small Cap Fund (ICMAX) Intrepid Endurance Fund (ICMAX). The fund’s management and objectives will not change at all.
Meet Tammy Higgins, Client Service Specialist
We’d like to introduce you to Tammy Higgins, who began here as a Client Service Specialist in June.
Kasich signs biennial budget
On Tuesday, Governor John Kasich signed House Bill 64 into law, (Ohio’s biennial budget) which included about $400 million in tax breaks for Ohioans.
Tax planning is essential for second marriages
Wedding bells bring rejoicing – and financial changes. If you’re marrying for the second time, the changes might seem overwhelming. On the surface, tax and financial planning...
Retirement Planning
When planning to build a house, you first brainstorm. What is important? Essential? Nice, but maybe not necessary? Then a blueprint is designed. Most contractors would not...
Using QuickBooks as a tool to manage your business!
Like many small business owners, you may have chosen QuickBooks to track your business transactions due to its ease of use and relatively low cost. In fact, many small bu
Plan for a Successful Future with an Independent Investment Advisor
Planning for a successful financial life can be an overwhelming task. Much of life is lived on a “survive today” basis. But working with a financial advisor can...
May 2015 Market Recap
MSCI World ex USA (international stocks): 7.39%,Barclays US Aggregate Bond: 1.00%. that’s exactly the best time to buyThis market update should not be regarded a
Is your information safe from Cyber Breaches?
You probably saw the news this week that the IRS reported the theft of tax payer information from their online “Get Transcript” service. It’s frightening to think...
2019 Archive
2018 Archive
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