Beyond the Numbers
Our Beyond the Numbers blog is published with articles on a monthly basis.
Know This Number!
Knowing your net worth and understanding how it is changing over time is one of the most important financial concepts that everyone needs to understand. This number is used by banks, mortgage companies, insurance companies and you! Your net worth impacts your credit...
The Wonderful World of Podcasts
It’s an audiobook! It’s a radio show! No, it’s a podcast! Podcasts have taken the world by storm over the past decade. Whether you’re a seasoned podcast consumer or first-time listener, navigating the podcasting landscape can be overwhelming. Here is what you need to...
Hire Your Kids for Tax Savings
Summer’s almost here, and soon most children will be on their long-awaited summer vacation. If you own or manage a business, have you thought of hiring your children, nieces, or nephews for a summer job? If you do it right, it can be a win-win situation for everyone....
How to Roll with a Continuous 12-Month Forecast
Tax and financial planning is a year-round proposition. In fact, you can benefit personally from a continuous, 12-month rolling forecast, much like a business does. What is a rolling forecast? Rolling forecasts let you continuously plan with a constant number of...
Taxes: These Basics are for Everyone
Understanding how our tax system works can be tricky for anyone. Whether you're an adult who never paid much attention to the taxes being withheld from your paycheck or a kid who just got his or her first job, understanding the basics can help refine and define...
Businesses Get More Time to Apply for the PPP Loans
Here's what you need to know about the Paycheck Protection Program (PPP) loans and other business relief provisions of the recently-passed American Rescue Plan Act. PPP loan application deadline extended. The deadline to apply for PPP loans is now May 31, 2021. Sick...
The Gift of Grace
After living under the weight of the pandemic for more than a year and listening every day to the bad news around us, why not look for ways to change the conversation by doing something nice and unexpected for someone else. Here are some creative ideas: Pay it...
New Tax Breaks Benefit Millions
The recently-passed American Rescue Plan Act contains several tax breaks for you and your family. Here are the major provisions of the bill that could mean more money in your pocket during the 2021 tax year. Child tax credit (CTC) The CTC for 2021 increases from...
Late Tax Legislation Creating Havoc
Congress' recent move to retroactively make a portion of 2020 unemployment income tax-free is creating havoc during this year's tax filing season. Here is what you need to know. Background Unemployment compensation was received by millions of Americans during 2020...
$1.9 Trillion Stimulus Package Details
On Thursday, March 11 President Biden signed a $1.9 trillion stimulus bill into law. This historic legislation affects many aspects of our country’s economic recovery, and we wanted to share how it may influence your tax situation. Although this does not cover all the...