Wrap up the year strong with a financial check-up for your business! A year-end review is more than a routine task—it’s a chance to boost profitability, improve cash flow, and set the stage for growth in the coming year.
Thinking about hiring household help? From nannies to gardeners, employing household staff comes with important responsibilities—especially around payroll and taxes. Learn about worker classification, payroll requirements, tax implications, and how to stay compliant.
Senior Associate Michael Griffin, CFP®, Associate Josh Weidie, CFP®, CWS®, and Tax Manager Matthew Reed, CPA/ABV, join forces to discuss key financial and tax year-end moves that investors should consider to finish 2024 on the right foot.
Ready to hire independent contractors? The flexibility can be a game-changer, but don’t skip on IRS compliance! QuickBooks Online simplifies this process, making it easier to manage payments and tax reporting.
Bringing on seasonal employees for the busy season? Don’t forget about payroll tax obligations! Learn how to stay compliant with essential tips on managing payroll taxes, proper worker classification, and more.
As a business owner, planning for your retirement is entirely in your hands. Contributing to tax-deferred accounts like a Solo 401(k) or SEP IRA can help secure your future and reduce your taxable income.
We break down Form 706 United States Estate (and Generation-Skipping Transfer) Tax Return and the portability election, a key feature that allows a surviving spouse to utilize their deceased spouse’s unused estate tax exclusion. Learn how this can save your family millions in estate taxes, the qualifications, special filing rules, and common complications when preparing the form.
The compliance deadline for the Corporate Transparency Act (CTA) is fast approaching! Small and medium-sized businesses must act now to meet the new requirements. The CTA mandates reporting beneficial ownership information to FinCEN to increase corporate transparency and combat financial crimes.
Director of Investments Jacob Keen, CFA, is joined by Managing Associate Melanie Wells, CFP®, and Tax Manager Jessie Thomas, CPA, to explore the planning opportunities that may be on the horizon with the sunsetting provisions from the Tax Cuts and Jobs Act, a new presidential administration and Congress.
As our population ages, seniors increasingly become targets for scams, leading to devastating financial and emotional impacts. Learn more about the common scams targeting seniors, how to stay safe, and what to do if you or a loved one falls victim.
