Category: General

General

A Complete Guide To Management Consulting

What is Management Consulting? Management consultants are individuals who provide services to a business in order to improve its performance, assist in solving existing problems, or help a company better reach its objectives. Consultants have an array of responsibilities which include analyzing the ins and outs of a company, pinpointing

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General

1035 Annuity Exchange

A 1035 annuity exchange is a rule under Section 1035 of the Internal Revenue Code that allows for a tax-free exchange of a life insurance or annuity policy for a different annuity contract that is better suited to an investor’s needs. What if you purchase an annuity and later find that a

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General

Reasons You Should Work With a Certified Public Accountant

Business owners understand the necessity of measuring and predicting their business’ growth, but many are too busy or perhaps not qualified to undertake these tasks on their own. By engaging a Certified Public Accountant, owners are able to alleviate the stress of financial predictions, and can receive the much-needed assistance

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General

3 Reasons Why Talking to Your Accountant Can Help

Have you ever looked over your payroll statement or tax form and scratched your head in confusion? Your next step might be to scour the Internet for answers to your financial questions. This can be a frustrating and fruitless process, filled with conflicting answers. You may avoid asking an accountant

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General

Why You Shouldn’t Co-Mingle Your Finances

Balancing between your personal and professional lives is not an easy feat, but we know how to help simplify this dilemma: don’t co-mingle your business and personal finances! Combining these accounts causes confusion, unnecessary hassle during tax season, and could potentially lead to an IRS audit. Also, most importantly, the

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General

The Important of Incorporating a Small Business

As a small business owner, you most likely have had conversations with a professional to discuss which business entity is right for your growing company. Whether you choose to incorporate your small business as a limited liability company (LLC) or an S corporation, you should consider the various benefits of

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Accounting

Work-Life Balance: When to Spend & Save

You have filed your small business taxes, and now you are waiting for your tax refund. Many business owners may use their refund money to spruce up the office, travel for business or hire services. Here is a list that outlines some tips on when to save and when to

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