At a time where 4 out of 5 new businesses fail within their first year, it’s more important than ever to run a tight ship and to ensure that your business is operating as smoothly and as straightforwardly as is possible – given that all businesses are going to have their ups and downs, regardless of how large or successful ...

Recently you hear in the news about Tax Court making negative decisions regarding whole life insurance. Usually case involves a policyholder challenging insurance company and or IRS regarding a 1099 reporting and the result usually means the policyholder looses. So most policyholders are really upset. Why? In most cases this results from a mishandled tax deferred account or a cash ...

Tax time is something that we know is coming each and every year, yet many of us end up totally unprepared for the big day. A big part of the stress that people feel around tax time has more to do with their preparedness level than the actual result of the filing. In order to be better prepared this time ...

Getting a tax refund is always exciting. It feels like you’ve just won the lottery. Many people think of tax refunds as free money to spend however they wish. Sure, you can do that, but you should really think of this as an opportunity to make smart investments. Why? Well, a tax refund isn’t free money. It’s actually money that ...