Beyond the Numbers
Our Beyond the Numbers blog is published with articles on a monthly basis.
Time to Schedule Your Tax Planning Session
Now is the time to schedule a tax planning appointment. If you are on the fence, here are some things to consider: It can make a difference. This is especially true if you have a major event that occurs during the year. For example:Even in uneventful years, external...
Understanding the Child Tax Credit Payments
The first advance payment from the newly expanded child tax credit was recently sent out by the IRS. Payments are scheduled to be made on the 15th of each month through December. Questions about the child tax credit and advance payments? Keep reading for our breakdown...
Tips to Make the Most of Your Vehicle Expense Deduction
Tracking your miles whenever you drive somewhere for your business can get pretty tedious, but remember that properly tracking your vehicle expenses and miles driven can lead to a significant reduction in your taxes. Here are some tips to make the most of your vehicle...
The Creepy Spying Game of the Internet
Companies are following your every move but there are things you can do to protect yourself.
How to Find the Best Bank for You
A checking account at one bank is the same as a checking account at another bank, right? Well, maybe not. There are several things to consider as you decide what's really important to you in selecting a bank. Let's take a look... The online bank versus nearby location...
Ideas to Lower Your 2021 Tax Bill
Now is the time to begin tax planning for your 2021 return. Here are some ideas: Contribute to retirement accounts. Tally up all your 2021 contributions to retirement accounts so far, and estimate how much more you can stash away between now and December 31. Consider...
Good Debt Versus Bad Debt – How to Tell the Difference
Not all debt is created equal. Knowing the difference can change the way you look at your spending. Good debt adds value Good debt often leads to financial growth, because the product or service being purchased adds more value than the debt that comes with it. Student...
Tech Travel – Just Around the Corner
Living in the information age, we are accustomed to new and innovative tools that change the way we live. We can control everything in our homes with our voice. We can talk face-to-face, albeit digitally, with anyone, anywhere in the world. We even carry...
Small Business IRS Audit Mistakes
In late 2020, the IRS announced that it will increase tax audits of small businesses by 50 percent in 2021. Here are several mistakes to avoid if you do get audited by Uncle Sam. Mistake: Missing income. A long history of investigating has led IRS auditors...
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...