Financially Simple™

Helping thousands of business owners and individuals destroy the complexity of money. Using easy-to-understand language and examples, we educate from simple concepts to complex financial strategies, all with the goal of making your business and personal life... financially simple.

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May 24, 2018

What Happens in a Typical Quarterly Business Planning Meeting?

Not long ago I received a Twitter message asking what a typical business planning meeting looks like. Today I’m giving you a little insight into one I had recently. While I can’t go into tons of detail due to confidentiality issues, I can tell you about a recent meeting I had with one of my clients – a first-generation business owner.
May 22, 2018
Tax Tip Tuesday Financial Blog Post

The Tax Cuts and Jobs Act Brings Changes for Business Depreciation

The IRS reminds business owners that the passage of the Tax Cuts and Jobs Act may affect the depreciation deductions and taxes. Generally, we business taxpayers can depreciate the tangible property except for land, including buildings, machinery, vehicles, furniture, and equipment.
May 17, 2018
Financial Teams Tax Strategies Saved Small Business Owners 40000

Financial Team’s Tax Strategies Saved Small Business Owners $40,000

As a business owner, one of the biggest challenges is keeping as much of your hard earned money as possible in your own pocket. Last year some clients of mine wanted to find a way to do just that. So I sat down with their CPA and tax attorney to come up with a solution to help do just that for this couple. Let me set the stage for what we did for them.
May 15, 2018
Tax Tip Tuesday Financial Blog Post

New Tax Credits for Small Businesses Offering Health Plans from SHOP

Small Business owners providing health care to their employees should take time to look into the Small Business Health Care Tax Credit, on the IRS website. There are guidelines for those wishing to claim the credit, as well as those that were unable to do so in 2017  because of unavailability of coverage in the Small Business Health Options Program (SHOP) Marketplace. Notice 2018-27 offers directions for calculating the credit under those circumstances.

Latest Article:

  • What Happens in a Typical Quarterly Business Planning Meeting?
    Not long ago I received a Twitter message asking what a typical business planning meeting looks like. Today I’m giving you a little insight into one I had recently. While I can’t go into tons of detail due to confidentiality issues, I can tell you about a recent meeting I had with one of my clients – a first-generation business owner.