- Dec 28, 2022
Common Retirement Plans For Small Business Owners
Your business owner clients have many options when establishing retirement plans. Several key factors, specific to each client’s unique...
- Dec 15, 2022
The 3 Big CPA Problems
The 3 Big CPA Problems (we can help with). Having to explain the negative tax consequences of decisions their clients made last year.
- Aug 8, 2022
What Issues Should I Consider Before I Retire?
This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.
- Jul 15, 2022
Should I Inherit My Deceased Spouse’s Traditional IRA?
There are a few options a client can consider when they inherit an IRA from their spouse. The best option for our clients will depend upon a
- Jul 13, 2022
Should I Contribute To My Roth IRA Vs My Traditional IRA?
When saving for retirement, clients will often ask which account they should be making contributions to – a traditional IRA or a Roth IRA?
- Jun 22, 2022
"Should I contribute to my Roth 401(k)?"
Should I contribute to my Roth 401(k)? Many clients may have the opportunity to contribute to a designated Roth account in their 401(k) but
- Apr 29, 2022
What documents do I need to keep on file?
What documents do I need to keep on file? Clients are often confused as to what documents to keep in their files. Records relating to tax
- Mar 25, 2022
What issues should I consider when starting a new job?
When a client starts a new job, this shift can come with a number of changes that might impact their financial situation, both in positive a
- Mar 23, 2022
As A Retiree, What Issues Should I Consider When Reviewing My Tax Return?
Reviewing a client’s tax return can always be an informative exercise to ensure we understand all sources of income and tax liabilities