Filing an Extension for my Business Taxes

maintain s-corporation

Many business owners don’t realize that they still may need to file a tax return even if the business didn’t make any money this past year. Filing is an Extension for your business doesn’t cost anything and it’s an easy way to avoid any penalties and give you additional time to file a more accurate […]

Using a 10 Year Plan in your Business

All too often I meet with clients that have grand ideas for investing or other business projects for cash flow, but they don’t have a thorough and sensible plan to get there. I have learned time and time again, that a 10-Year Plan is critical to set the path for the business and then build […]

How a Small Business Saves Taxes and Builds True Wealth

business owner wearing a apron and smiling

I’m not proposing setting up any sort of business to simply lose money for tax write-offs, but to build a business that allows you to make more money, and save taxes by writing things off you wouldn’t otherwise be able to.

The Perils of Investing with Friends, Family and Church Members

perils of investing with friends family and church members

Every week our firm gets call from clients around the country who have lost money by investing with friends, family or neighbors they trusted—but who were not licensed to sell securities or did not properly document the relationship as a partnership.