RESOURCES
We love what we do, and we love sharing what we know to help you stay informed and on the path to a better financial future. Enjoy these resources we’ve brought together for you and check back often for new features.
What’s in Your Forecast?
Predicting Sales Based on Historical Data and Market Trends Sales and revenue are the lifeblood of any for-profit business, and […]
Latest resources

Your Marketing Playbook
Assessing and Adjusting Your Game Plan Based on Performance Metrics In the hypercompetitive modern business environment, a company’s success can […]

Remember… the IRS made changes this year
Key items were adjusted for inflation. Here’s a quick summary: The IRS regularly updates rules and guidance that impact individuals […]

Tax Preparation Checklist for the New Year
Time to start the process—tax time has begun! After celebrating—and hopefully recovering from—the arrival of the new year, it’s time […]

The Gifts that Give Back
Charitable Giving Tax Deductions: Maximizing Your Generosity and Your Tax Savings Charitable giving is a powerful way to make a […]

Estate Planning Basics:
Building a Secure Future for Your Loved Ones Estate planning is a critical step in ensuring your assets are distributed […]

An Attitude of Gratitude
Reflections from Our Team As Thanksgiving approaches, many of us are naturally drawn to reflect on the year with a […]

Tax Deductions and Tax Credits: Understanding the Difference
As we begin the final sprint to the end of the fiscal year, it’s important to have a clear understanding […]

The Presidential Election, The Economy and You: What to Expect the Day After
Unless you’ve been living under a rock—and believe us, we’d understand if you chose to do so—you’re aware that we’re […]

Getting a Jump on Small Businesses Year-End Tax Planning
While the end of the year might seem far off, September is actually a great time for small business owners […]

Fall Tax Facts, Tips and Deadlines
As we round the turn into autumn, tax deadlines come into view. (Exciting, right?) Whether you’re an entrepreneur, a freelancer, […]

Back-to-School Financial Tips for College Students: A Guide to Smart Money Management
As college students prepare to head back to school, it’s important to focus not only on academic success but also […]

Life and Taxes: Tax Planning for Marriage, Divorce, Birth, and Death
Each of life’s major milestones brings unique joys and challenges. In addition to profound personal impact, events such as marriage, […]

Leasing vs Buying Business Equipment
Buying vs leasing equipment: Tax implications for business owners When it comes to acquiring equipment for your business, deciding whether […]

Business Travel Deductions
Picking up the check? Here are some tips! An entrepreneur’s guide to business entertainment and travel deductions One category of […]

Strategically Balancing Your Investment Portfolio: A Guide to Financial Success
Understanding Asset Allocation Asset allocation is the process of dividing your investment portfolio among different asset categories, such as stocks, […]

Can I Claim Deductions for Dog Care Expenses?
Personal Pet Expenses: Generally Non-Deductible For the average pet owner, the costs associated with dog care—such as food, grooming, veterinary […]

Long-term Care: Options and Safety Nets
Understanding Long-term Care Long-term care involves a variety of services that support people in their activities of daily living (ADLs). […]

Owning a Second Home: Does It Make Sense for You?
Assess Your Financial Situation and Goals The first step in determining whether owning a second home is feasible is to […]

Insurance Basics: What Kind and How Much Do I Need?
Understanding the Different Types of Insurance There are several types of insurance, each designed to protect different aspects of your […]

Home Ownership vs. Renting: Which Is Right for You?
The Case for Home Ownership 1. Building Equity One of the primary benefits of home ownership is the opportunity to […]

Plugging the Money Leak: Getting a Handle on Subscription Services
1. Conduct a Subscription Audit The first step in managing subscriptions is understanding what you’re subscribed to. This involves conducting […]

Points Pointers: Navigating Credit Card Rewards Programs
While there are indeed valuable benefits to be earned, navigating the complex landscape of credit card rewards requires some thoughtful […]

Self-Care for Small Business Owners: A Guide to Thriving, Not Just Surviving
The Importance of Self-Care It’s impossible to overstate the significance of self-care for a business owner. Here are just a […]

Claiming Tax Deductions for Volunteer Work: A Comprehensive Guide
Understanding Volunteer-Related Tax Deductions The IRS allows taxpayers to deduct certain out-of-pocket expenses incurred while performing volunteer work for a […]

Coping with Unexpected Medical Expenses: Strategies for Financial Stability
1. Build an Emergency Fund One of the most crucial steps in preparing for unexpected medical expenses is establishing an […]

Auto Leasing vs. Buying: Which Makes More Sense?
The Case for Leasing First, let’s look at leasing. Here are a few considerations in favor of choosing to lease, […]
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