Blogs
Can Investors Use Losses To Lower Capital Gains Federal Tax?
Key TakeawaysYou can sell losing investments to realize a capital loss that offsets taxable gains. If your losses exceed gains, you can deduct...
Allison Chaumont’s Perspective: What Are The Most Important Cybersecurity Measures for Small Businesses?
Key Takeaways Create a written data protection policy. Every employee should know the rules for handling sensitive data. Back up data...
Can End-Of-The-Year Giving Mean Tax Deductions For My Business?
Key TakeawaysWhen your business gives back, make sure it’s documented correctly so your tax professional can secure any potential tax...
The Work Opportunity Tax Credit: Year-End Hiring Benefit for Businesses
Key TakeawaysYes, the WOTC applies if you hire someone before December 31, 2025. You must submit IRS Form 8850 to your State Workforce...
Why Cash Flow Management Is Important At Year-End in Your Business
Key Takeaways Profit doesn’t equal liquidity: You can look great on paper (i.e., profitable) and still run out of cash. Year-end cash flow...
What Year-End Moves Can Protect Owners From Form W9 Mistakes?
Key TakeawaysKeep every contractor’s Form W9 on file before the first payment. If your contractor won’t give you a W9, follow the three-step...
Changing Your Business Entity Means Smarter Profits, Owners
Quick Summary: Could Changing My Business Entity Mean Smarter Profits?If you’re a Sole Proprietor or single-member LLC, you’re likely paying a...
Smart Accounting For Small Businesses in 2025
Quick Summary: What Smart Accounting For Small Businesses Looks Like In 2025Call your CPA/tax advisor before making financial moves to avoid missed...
Answers for Business Owners: Can I Put Personal Money in My Business Account?
“With organization comes empowerment.” —Lynda Peterson Quick Answers: Can I Put Personal Money In My Business Account?If you put personal money...