The economic ups and downs of the past few years have left many business owners wondering whether selling their company...
Finance Tips
Key Tax Calendar Dates in 2023
Feb 02,2023February 2, 2023
The dawn of a new year often inspires individuals and businesses to take a wide-lens view of their financial situation....
Key Tax Changes Coming in 2023
Dec 22,2022December 22, 2022
The U.S. Tax Code is always evolving. Every year, attorneys, financial professionals, and taxpayers are compelled to navigate a revised...
The Benefits of Local: Working with an Orange County CPA
Nov 23,2022November 23, 2022
Most people don’t plan to fail, they simply fail to plan. The same can be said of many businesses, non-profit...
What an Outsourced CFO Can Do For You
Oct 28,2022October 28, 2022
Not long ago, if a company needed someone to provide a specific kind of service for its team regularly, it...
What to Look for in a CPA for Your Small Business
Sep 28,2022October 28, 2022
Keeping meticulous financial records, complying with financial regulations, and visionary financial planning are all critically important aspects of successfully running...
Tax Consequences of Selling a Home in 2022
Aug 24,2022October 28, 2022
Rising inflation and historic market interest rates have influenced the U.S. housing market several ways, like growing home prices in...
How Businesses Can Respond to Inflation and Rising Rates
Aug 01,2022August 24, 2022
During the first quarter of 2022, the U.S. Chamber of Commerce surveyed small business owners about the issues and concerns...
Important Tax Strategies During Retirement
Jul 14,2022July 14, 2022
Being proactive about your financial wellbeing is critical to safeguarding your assets during retirement. In addition, most financial decision during...
Tax-Efficient Ways to Pay for College
Jun 06,2022June 30, 2022
It’s always a good time to start saving for your child’s college tuition. No matter how old your child is,...
Key Tax Considerations for Owners of Vacation Homes
Apr 25,2022April 25, 2022
If you have purchased a vacation home for personal use or to generate rental income, your taxes are more complex...
Taxation of COVID-Related Business Loans, Including EIDL and PPP Forgiveness
Mar 22,2022March 22, 2022
The U.S. Small Business Administration recently reported that in 2021, the SBA oversaw “the distribution of nearly $416.3 billion in...