by Service2Client | Jul 1, 2024 | Blog, Tax and Financial News
I sincerely hope you have never had to go through an IRS audit – and never have to in the future. But what if that dark day does arrive? Should you go it alone and defend yourself or hire a CPA to be on your side? The temptation to handle this alone is usually...
by Service2Client | Jul 1, 2024 | Blog, General Business News
With more than eight million small businesses in America, and more than $776 billion in net premiums issued by the insurance industry in 2022 for commercial policies (according to the Insurance Information Institute), business insurance is big business. Along with...
by Service2Client | Jul 1, 2024 | Blog, Financial Planning
Step 2: Clarify Goals You’re never too young to start a bucket list. That’s because some things (such as bungee jumping) you probably want to knock out in your twenties. Women may want to have children before their forties – that sort of thing. A bucket list is...
by Service2Client | Jul 1, 2024 | Blog, Tip of the Month
Since it’s summer and reading lists are at the top of your mind, now’s the perfect time to expand your knowledge of money management and wealth building. So, whether you’re a retiree, a beginning saver, or even a child, we’ve got a book for you. The Classics If you...
by Service2Client | Jul 1, 2024 | Blog, Congress at Work
Promoting a Resolution to the Tibet-China Dispute Act (S 138) – This bill was introduced by Sen. Jeff Merkley (D-OR) on Jan. 30, 2023. It establishes a statutory definition of Tibet that includes areas currently claimed by China. The legislation also expands efforts...
by Service2Client | Jun 1, 2024 | Blog, Tax and Financial News
Marriage is a major life event. One that comes with all kinds of change, including financial. After getting married, there is so much to consider, from merging bank and brokerage accounts to setting up a will; from changing your withholding to updating retirement...
by Service2Client | Jun 1, 2024 | Blog, General Business News
A credit policy explains how a company will manage lines of credit for client accounts and what procedures to follow for severely outstanding invoices. It helps a business promote a robust foundation for its working capital level. Defining a Credit Policy Unlike...
by Service2Client | Jun 1, 2024 | Blog, Financial Planning
Step 1: Develop a Budget Once you are truly good and retired – no phase-out, no gig jobs, no income-earning hobbies – most people end up living on a “fixed income.” While that income may fluctuate somewhat based on cost-of-living increases and investment gains, those...
by Service2Client | Jun 1, 2024 | Blog, Tip of the Month
There are probably few things as exciting and daunting as becoming a new dad, especially when it comes to finances. But we’ve got you! Here are a few tips to help you turn those challenges into opportunities as you walk this new life path. Create a Budget This is...
by Service2Client | Jun 1, 2024 | Blog, Congress at Work
FAA Reauthorization Act of 2024 (HR 3935) – This bipartisan bill reauthorizes funding and direction for the Federal Aviation Administration (FAA) and the National Transportation Safety Board (NTSBB) for another five years. The legislation is designed to improve air...
