Category Archives: Planning Strategies

Get Ready for Taxes: What to Do Before the Tax Year Ends Dec. 31

The following article was published by the IRS. As tax filing season approaches, the Internal Revenue Service reminds taxpayers there are things they should do now to get ready for filing season. For most taxpayers, Dec. 31 is the last … Continue reading

Posted in Accounting, Compliance, IRS, Personal Finance, Planning Strategies, Self-Employed, Tax Tips | Leave a comment

Helpful End-of-Year Tax Tips

Own a small business? Trying to brainstorm to make sure you remember all the details you need to pull together at year end for tax season? Here are a handful of useful tips to keep in mind over the next … Continue reading

Posted in Government, IRS, Planning Strategies, Self-Employed, Small Business Association (SBA), Tax Extensions, Tax Tips, U.S. Small Business Administration, YouTube | Tagged , , , , , , , , , , , , , | Leave a comment

Get to Know the Taxpayer Bill of Rights – Part 1

This is the first tip in a two-part summary of the rights granted to all taxpayers. Every taxpayer has rights. The Taxpayer Bill of Rights takes these rights from the tax code and groups them into 10 categories. Taxpayers interacting … Continue reading

Posted in IRS, Personal Finance, Personal Taxes, Planning Strategies, Tax Tips, Year End | Tagged , , , , | Leave a comment

Shopping Tips for Cyber Monday and Beyond

Black Friday is behind us and we are now faced with the deals and bargains of Cyber Monday. Similar to Black Friday in many ways, Cyber Monday is a chance to knock out some, if not all, of your holiday … Continue reading

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Rise of the Robo Advisors

By now most people have at least heard of the term “Robo Advisors”. They’re not really robots, but are in fact software programs, designed by humans, that use highly effective algorithms to manage investors’ portfolios. These automated investment services offer … Continue reading

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Plan now to Use Health Flexible Spending Arrangements in 2018; Contribute up to $2,650; $500 Carryover Option Available to Many

The following article was published by the IRS. The Internal Revenue Service today reminded eligible employees that now is the time to begin planning to take full advantage of their employer’s health flexible spending arrangement (FSA) during 2018. FSAs provide … Continue reading

Posted in FSA, Health Care, Personal Finance, Personal Taxes, Planning Strategies, Tax Tips | Tagged , , ,

How To Instantly Increase Your Productivity

While the length of a day hasn’t changed, the amount most of us try to cram into one has. Responsibilities are ever increasing, as are the distractions to get things done. It goes without saying that it’s impossible to increase … Continue reading

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