Category Archives: General

One of the many items being promoted by the Federal government is employee savings, especially in qualified retirement accounts. To this end, the IRS has created a new website specifically to aid small business owners in choosing retirement plans. Go … Continue reading →

As you may have noticed, the new Form 990 has been redesigned. There are more required disclosures intended to provide greater transparency to readers of the 990. As these changes have greatly increased the level of work required to complete … Continue reading →

I recently heard that Christmas decorations are out and available at Costco; it seems a bit early for those considering we just celebrated Labor Day. What it isn’t too early for is Tax Planning! Now that we’ve entered the final … Continue reading →

My father opened the newspaper and saw the lead story in the business section reporting a company made a bad deal and lost $10 Million. This was note-worthy to him because the CEO of that company was his brother. My … Continue reading →

Are you like me, regularly riffling through junk mail on the latest “get rich” scheme? Is your email account spam filter working overtime? I recently received an email from a reputable website that I’ve done stock research through claiming “secrets … Continue reading →

My wife, Betsy, and I recently had our first child. During Betsy’s pregnancy, and certainly now that we have an infant, we tended to go out less than we used to. We like to entertain and our friends, none of … Continue reading →