Automate
For Business Owners, a business trip can be a valuable tool and tax deduction. Typically however, the business owner gets to tax time and finds out there is a big tax liability due.Then the wheels start turning. “What other deductions have I missed? Oh yes, the...
Automate
One of the major questions I ask business owners is: “Do you have a succession plan or exit strategy for your business?” I also ask employees: “Do you know if a succession plan or exit strategy exists in your company or organization?” You may...
Automate
Long and short-term investments take on many forms, and investing in the stock market has remained one of the most popular forms. Although the stock market has fallen under some scrutiny since the last economic plunge in the early 2000’s, it still remains the...
Automate
Do you know your credit score or the details of your Social Security report? Can you find the deed to your house, mortgage, life insurance policies, car title, car insurance policies, tax returns for the past 5 years, brokerage and bank statements for the past year?...
Automate
A young lawyer once accused the older ones of failing to assist younger ones during gathering of legal luminaries. After the meeting an elderly lawyer gave him his complimentary card and promised to help him. He was at the elder statesman’s office the next day...
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