by PTF | Dec 16, 2020 | Articles, Planning Services, Resource
If you can’t wait for 2020 to be over, you’re certainly not alone. But don’t let the myriad terrible things about the year distract you from taking care of important end-of-year financial moves. We’ve all been guilty of falling short on the plans and promises we made...
by PTF | Dec 16, 2020 | Articles, Individuals, Resource
Article Highlights: Watch Out for Holiday Gift Scams Gifts with Tax Benefits Gift of College Tuition Qualified Tuition Programs Qualified Charitable Distribution Donor-Advised Funds Work Equipment Employee Gifts Monetary Gifts to Individuals Documentation Timing...
by hooperdave@me.com | Aug 29, 2020 | News, Resource, Services, Whitepapers
Are accounting chores preventing you from focusing on your business? If you are struggling with keeping up with the bookkeeping tasks for your business, you need to hire a professional. If you cannot afford the services of a full-time accountant but would enjoy the...
by hooperdave@me.com | Aug 29, 2020 | Resource, Services
Owning and operating your own business is a dream for many aspiring entrepreneurs, but the reality of running a business can quickly squash the initial thrill. Making sure that you are well equipped to manage all aspects of running a business is the key to success,... by hooperdave@me.com | Aug 29, 2020 | Resource, Services
There are a number of reasons and circumstances that require an accurate assessment of how much your business is worth. Business valuation comes into play when taking on new shareholders or attempting to negotiate a liability question. Merger discussions, estate... by hooperdave@me.com | Aug 29, 2020 | Resource, Services
Wouldn’t it be nice if running a business was nothing but money coming in? Every business has creditors and expenses, and positive cash flow isn’t always a given. Finding yourself with more cash flowing out of your business than flowing in causes more than stress – it...
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