Our newsletter is full of tips, reminders and timely advice to help you stay well-informed when it comes to your business and personal finances. The information rich articles cover topics that are important to you including—retirement, investment, education, estate, gift and personal tax planning.
Electronic Versions available for download
March/April 2019
January/February 2019
November/December 2018
September/October 2018
July/August 2018
May/June 2018
March/April 2018
January/February 2018
November/December 2017
September/October 2017
July/August 2017
May/June 2017
March/April 2017
January/February 2017
November/December 2016
September/October 2016
July/August 2016
May/June 2016
March/April 2016
January/February 2016
November/December 2015
September/October 2015
July/August 2015
May/June 2015
March/April 2015
January/February 2015
November/December 2014
September/October 2014
July/August 2014
May/June 2014
March/April 2014
January/February 2014
November/December 2013
September/October 2013
July/August 2013
May/June 2013
March/April 2013
January/February 2013
November/December 2012
September/October 2012
July/August 2012
May/June 2012
March/April 2012
January/February 2012
November/December 2011
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help:
