News & Resources

Wallet

Optimizing Business Losses

December 15, 2022
Business losses can happen, whether you're operating a new company that hasn't yet earned a profit or a mature business that's been squeezed by today's volatile economy. While no one likes...
rate-calculator

Two Levels of Appraisal Services: Calculations vs. Valuations

December 3, 2022
Did you know that business valuators offer two types of appraisal services? Formal valuations are the most common service valuators provide, requiring significant time and in-depth analyses. But sometimes a less...
shutterstock_3762095202-1024x678

Can You Swap Life Insurance for Long-Term Care Insurance?

December 2, 2022
Do you own a life insurance policy that's no longer essential to your financial goals? You may have purchased a policy long ago, when your children were infants or before their...
Man destroying the word tax with a hammer. vector illustration EPS10

4 Tax Breaks for Home Improvements

November 27, 2022
Are you contemplating some significant improvements to your home? Whether it's adding a pool to assist with a medical condition, finishing a basement or installing energy-saving equipment, you may be in...
103002205-GettyImages-79474656

Tax Consequences of Borrowing From a Retirement Plan

November 20, 2022
If your company has a qualified retirement plan or you have set one up in self-employment -- such as a 401(k), profit-sharing, or Keogh plan -- the participants might be allowed to borrow from their...

NEWSLETTER SIGNUP

Sign-up for our e-Newsletter
First Name:
Last Name:
Email Address (required):
Newsletters
Business e-newsletter
Individual e-newsletter

FOLLOW US