Estate planning for special needsThe process of​ estate planning for special needs children comes with some unique considerations. And in many cases, special needs dependents will be financially reliant on others for most of their lives.This should be a family-wide conversation. Parents, grandparents, siblings, and even nieces and ...

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How to make payroll profitable [for CPA firms]​Ever wonder how to make payroll profitable? Well if you're the proud owner of a CPA firm, that's probably crossed your mind more than once.  And to be fair, payroll, to many CPA firms is a complementary product that just happens to ...

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How to appeal your property tax billOne of the downsides of being a property owner is the annual ritual of opening your property tax assessment. Unfortunately, you’re never going to open the envelope and be happy with what you see. But if you think you’re legitimately paying too ...

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Understanding the benefits of 401k plansThe benefits of 401k plans are not always clear to the first time savers. Even so, no matter your age, the importance of saving for retirement cannot be understated. Whether you plan to retire when your 65, 70, or older, you need to set ...

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Why paying off your mortgage faster isn't always the best move​This article will look at the idea of why paying off your mortgage faster isn’t always the best move through the lens of ‘Opportunity Cost.’ Before leaning into paying down any debt as aggressively as possible, it’s worth ...

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Household employer payroll: The ultimate guide for nanny tax and the household employerNanny payroll is quite confusing and especially for the first time household employer.But why do we need to know about nanny payroll?We can all agree that finding time to balance our numerous responsibilities isn't easy.Between work, shuffling ...

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401k or IRA: Picking the plan for your company​Selecting the right retirement plan for your company is tricky business. It’s more complex than just 401k or IRA, there are a lot of moving parts to be aware of and keep track of.Making the right choice is more than looking ...

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How to choose health insurance plans​For American’s not covered by their employer, there are two main challenges when trying to figure out how to choose health insurance plans. The first is navigating the available options. The second is affordability.An insurance policy is a way to smooth out the ...

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Major Tax Breaks for HomeownersHave you ever wondered what the major tax breaks for homeowners are?If you recently bought a house, you might have found yourself paying a lot of money in the first few years.Between  a downpayment, closing costs, home insurance, and any fees, you might just ...

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Eight tips on how to talk about money with kids​Successful families talk about finances. Passing traditions, values and beliefs onto the next generation isn’t happenstance. The older generation must cultivate their wisdom and experience and communicate it to the younger generation and learning how to talk about money ...

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How much does payroll cost?During initial conversations with prospective clients this question comes up more often than not: "So, how much does payroll cost?"Many payroll bureaus do not have a straight answer, but it should be very easy to answer unless there is something your rep is hiding.And ...

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16 top triggers for an IRS auditHave you ever wondered what the top triggers for an IRS audit are? Well, now that the season for giving is nearly over, the new year will bring a different kind of season.Tax season, to be exact. I know, just the thought of it ...

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