March 15, 2021

How to Keep Effective Meeting Minutes

As business owners, we often have meetings with our team, board members, investors, etc. In many cases, you’re required to keep a record of your meeting minutes. However, the idea of keeping minutes of meeting records can be a little confusing to some. That’s why today’s entry is all about how to keep effective meeting minutes.
November 19, 2020
Do Taxes Matter

Do Taxes Matter? Understanding How Taxes Impact Your Wealth Gap

Over the last few weeks, I have been going over some of the things that keep business owners up at night. More specifically, I’ve been discussing the wealth or retirement gap that we all face. In today’s entry, I want to continue with this subject by answering a very important question… do taxes matter? The short answer is yes, of course. But as I dig deeper, I’m going to show you how taxes impact your wealth gap and your ability to accumulate the wealth you will need for your retirement. Join me as I unpack all of the pertinent details of this subject.
March 26, 2020
Key Points of The Senate CARES bill

The Senate CARES Bill and Small Business – The Key Points

The COVID-19 pandemic has taken a massive toll on the economy and the way that we conduct business. As many are reeling from the shock of the disease’s immediate impact on small businesses — both owners and their employees — the U.S. Government has put together legislation to attempt to alleviate some of the economic strain. As is the case with most legislation, there is a lot to unpack in the Senate CARES act. I’ve taken the time to comb through some of the language and provisions included in the bill and have identified some of the key points that may impact you, the business owner. Join me as I explain the bill in Financially Simple terms.
December 27, 2018
Tax Tip Tuesday Financial Blog Post

Protect Your Accounts from Cybercriminal Activity with Smarter Passwords

As we head into the New Year, it may be time to give you online accounts a new password. The IRS urges everyone to review passwords and incorporate stronger standards to protect your accounts. In doing so you can help combat the impact cybercriminals have on the world wide web, as strong passwords help protect accounts from cybercriminal activity. Building a better password is as easy as one, two, three.
February 6, 2018
Tax Tip Tuesday Financial Blog Post

What to Do When You Get a Letter from the IRS

The IRS mails millions of letters to taxpayers every year for many reasons. Here are seven things to keep in mind when you receive a notice or letter from the IRS:
November 28, 2017
Tax Tip Tuesday Financial Blog Post

Data Protection Tips to Help Taxpayers and Businesses

The second annual National Tax Security Awareness Week happened in late November 2017. This event is part of the Security Summit, part of an ongoing collaborative effort to combat tax-related identity theft. The IRS, state tax agencies, the tax industry, and groups came together to encourage people to protect their tax data and identities. Criminals are always working hard to obtain people’s personal data. With the number of data breaches at record levels, these are issues that pose a threat to individuals and businesses. And their new target – taxes and tax returns. Here are a few simple steps taxpayers can take to protect themselves from cybercriminals.