Let’s be honest: nothing in life is a given (except for death and taxes, of course). Planning for retirement includes elements of art and science, and a qualified financial advisor can be a figurative goldmine when it comes to making the right decisions for your retirement plan. Here are some of the common misconceptions about …
When it comes to hurricane preparedness, you’ve probably seen all the lists of supplies to stock and ways to prepare your property in order to minimize damage. Most people don’t think about the implications for their finances and personal business until after the storm has passed. Here are a few things to consider before the …
Student loan debt continues to be a pressing problem for millions of Americans—and not just the millennial generation. Millennials have made headlines in recent years for record debt crippling their ambitions to buy homes, start families, and even move out of their parents’ homes. A less-talked-about issue (but no less pressing) is the parents and …
As sponsors of the Jacksonville Business Journal’s Fast50 awards, we evaluated all of the applications and had the privilege of learning what the fastest-growing companies are doing to make their numbers. Sure, a smart business plan, adequate cash flow, and a growing customer base are all prerequisites to build a business. As we zeroed in …
As the summer winds down, the IRS is gearing up for fall tax deadlines, year-end matters, and continued tax reform courtesy of the Tax Cuts and Jobs Act. But before all of that, the agency released some significant updates in August. Here are 3 recent IRS news items that impact a broad swath of taxpayers. …
Every year around this time, high school seniors feel the pressure ramping up. Everyone from grandma to the grocery store clerk wants to know: what are you going to do after graduation? Those who plan to go to college field questions about their applications, essays, and visits to university campuses. There’s one topic that’s rarely …
We’re thrilled to announce that our firm has been recognized by Accounting Today as the #2 best small accounting firm to work for across the country! Firms were evaluated on their workplace policies, practices, philosophy, systems, and demographics. Our employees also completed a survey to measure their experience. All these measures were combined to create …
We were proud to sponsor the Jacksonville Business Journal’s 2019 Fast 50 awards, recognizing the area’s 50 fastest-growing private companies, because of the big opportunity to honor the movers and shakers in our business community. The top 50 companies were ranked based on financial growth and cover a wide range of industries. Congratulations to: Conser …
It’s a well-known truth that running a small business is considered an audit risk for taxpayers. Auditors have found that self-employed people often claim too many deductions and write off expenses that aren’t strictly related to business purposes. Even if you’re keeping everything on the up and up, you’re lumped in with all the other …
Many people have similar tax situations from year to year, and so they become familiar with the rules and regulations that apply to their personal finances. However, changes in your situation or once-in-a-lifetime events can often have significant tax implications. Here are some of the lesser-known elements of our tax code that tend to trip …