Whether you enlist the services of a professional accountant, benefit from streamlined approaches offered by many accountancy software programs, or...
Finance Tips
Ensuring Life Insurance Benefits Are Not Taxable
Jul 25,2023July 25, 2023
Investing in life insurance ensures loved ones are provided for in the event of an individual’s death. Yet, if one’s...
How Different Business Entities Are Taxed
Jun 13,2023June 13, 2023
When aspiring business owners are ready to turn their entrepreneurial visions into reality, one of the first tasks they must...
The Benefits of Moving Family Assets into a Trust
May 31,2023May 31, 2023
For decades, the concept of placing one’s family assets into a trust was associated with either charitable giving or facilitating...
Optimizing the Tax Treatment of Rental Properties
Apr 18,2023April 18, 2023
Not so long ago, most people who owned a second residence purchased the second home as a vacation dwelling. Having...
Reducing the Tax Impact of Selling a Business
Mar 01,2023March 1, 2023
The economic ups and downs of the past few years have left many business owners wondering whether selling their company...
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...