Explaining the 2022 Omnibus Bill
A look at how the 2022 year-end Omnibus bill affects your taxes and retirement.
Explaining the 2022 Inflation Reduction Act (IRA)
Breaking down the 2022 Inflation Reduction Act in plain English.
What Are the Different Types of Wealth Management?
There are five main types of wealth management, all of which a qualified financial advisor can help you with: financial planning, asset allocation, asset management, estate planning, and tax accounting. Let’s take a closer look at each of them.
How Do You Manage High Net Worth?
Managing high net worth requires significant time, energy, and experience with a variety of finances—which is why many high net worth individuals seek the services of a financial advisor. If you’re looking for net worth advice and shopping around for a financial advisor, read on for some insider knowledge that will set you up for success.
Can You Extend Personal Tax Returns?
Whether you utilize accounting services for your taxes or you are attempting to do them yourself, we’ve put together a short guide on filing for an automatic tax return extension.
What Does a Full-Time Bookkeeper Do?
In this guide, we highlight how a bookkeeper does more than just “keep the books.” They also tailor an individual financial plan to your business’s needs and goals. Understanding what a bookkeeper does will help you make an informed decision on what best suits you and your business. So what is a bookkeeper’s job description, and what services do they provide?