Avoid tax surprises when retiring abroad...

Posted by:    |  Jul 17, 2018

If you are approaching retirement age, thoughts would have set in on how and where you can retire to make your savings last longer. Retiring abroad may be the answer. Here is a look at the tax implications of retiring abroad. Leaving the United States does not exempt U.S. citizens fro...Read more

Interest Deduction on home loans under the New Tax Law...

Posted by:    |  Jul 17, 2018

The Tax Cuts & Jobs Act made significant changes to the home mortgage interest deduction that may affect the amount of your home loans eligible for the deduction and whether you can deduct the interest you pay on a home equity loan or line of credit. The changes are temporary ...Read more

Protecting yourself after a data breach...

Posted by:    |  Jun 19, 2018

If your personal information, such as your date of birth, Social Security Number, or credit card numbers, is exposed in a data breach, there are some things you can do to limit the potential damage from identity theft. 1. Check your credit reports from Equifax, Experian and TransUnion...Read more

Small Business Regulatory Issues for 2018...

Posted by:    |  Jun 19, 2018

Regulatory issues facing small business are ever changing and never as simple to understand as the lawmakers intend them to be. Small business owners are constantly juggling different priorities and it can be an almost herculean task to keep track of proposed new regulatory changes th...Read more

Smart ways to use your tax refund...

Posted by:    |  May 18, 2018
Smart ways to use your tax refund

Strengthen your retirement savings – you can consider directing all or part of your tax refund into your retirement savings for an instant boost. One way to do this is to deposit your refund into an IRA which is a type of retirement account for individuals that offers certain tax ad...Read more

Financial Tips for Traveling Abroad...

Posted by:    |  May 18, 2018

Convert some dollars to local currency before leaving home – by doing this, you will have some cash available to cover your immediate expenses, such as transportation and refreshments, without hunting down an ATM. Your bank or credit union should be able to help you buy local curren...Read more

Know your credit & debit cards better...

Posted by:    |  May 18, 2018
Know your credit & debit cards better

Holding credit & debit cards is a virtual necessity these days. In case your credit card is used without your knowledge, you may be responsible for up to $50 in charges per Federal Trade Commission (FTC) stipulations. In case of lost or stolen cards, if you report the loss before...Read more

Three most common budgeting errors...

Posted by:    |  Jun 21, 2016
Three most common budgeting errors

When it comes to creating a budget, it is essential to estimate your spending as realistically as possible. Here are three budget-related errors commonly made by small businesses, and some tips for avoiding them. 1. Not Setting Goals. It is almost impossible to set spending priorities...Read more

5 ways to find new clients...

Posted by:    |  Jun 21, 2016
5 ways to find new clients

In a competitive environment like ours, there is always something more that you can offer the client. Existing clients are great referral sources, and great referral resources. The processing in their area can be used as a template for any new clients coming on board. 1. Let prospecti...Read more

What to know about the Home Office Deduction...

Posted by:    |  Jun 21, 2016
What to know about the Home Office Deduction

You must generally use part of your home regularly and exclusively for business to claim the deduction. The IRS has a few tests that must be met before you can claim a tax deduction for using part of your home for business purposes. Calculating the deduction can be as easy as multiply...Read more