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Ripe for Retirement: How Will You Know?

  • 13 May 2014
  • Author: Cari Holbrook
  • Number of views: 2053
  • 0 Comments
Ripe for Retirement:  How Will You Know?

Most small business owners retire at around 73 years of age, according to the U.S. Small Business Administration. From a financial perspective, what is your best retirement age? And can you beat these odds and retire younger? The answer differs for every business owner. Here, we take a look at three factors that can help you determine when your nest egg is ready to be tapped.

How Safe Is Your Business Credit Card Information?

  • 22 April 2014
  • Author: Cari Holbrook
  • Number of views: 2411
  • 0 Comments
How Safe Is Your Business Credit Card Information?

It seems every day there’s news of a data breach or fraud case affecting the sensitive credit card information of consumers and small businesses. There’s no doubt protecting your customers’ data is a big concern, but so is protecting your own. Even these seemingly small details can make a big difference when it comes to asset protection. Below are two considerations that may prevent your company credit card information from landing in the wrong hands, threatening your credit and financial security for years to come.

Don't Be a Victim of Tax Scams

  • 8 April 2014
  • Author: Cari Holbrook
  • Number of views: 2183
  • 0 Comments
Don't Be a Victim of Tax Scams

Tax scams have already cost taxpayers more than $1 million this year. A recently reported phishing scam involves emails falsely labeled from the Taxpayer Advocate Service (TAS). The email usually begin with the following: “Your reported 2013 income is flagged for review due to a document processing error…” and leads to contact information for a bogus “advocate” assigned to your case. You can learn more at the TAS official site: www.irs.gov/advocate

Tax Return Lost in the Mail? Court Says: You're Liable

  • 11 March 2014
  • Author: Cari Holbrook
  • Number of views: 2809
  • 0 Comments
Tax Return Lost in the Mail?  Court Says:  You're Liable

The deadlines for corporate and partnership taxes are fast approaching. Will you file on time? Be prepared to prove it. The federal government outlines four delivery methods that can officially prove your return was filed on time, even if the IRS claims it was never received. However, forget to keep a receipt or proper documentation and you’re likely out of luck in the eyes of the law.

How Much Is Your Business Really Worth?

  • 25 February 2014
  • Author: Cari Holbrook
  • Number of views: 2328
  • 0 Comments
How Much Is Your Business Really Worth?

While it may seem like it now, you won’t be running your business for all eternity. At some point, you’ll likely retire from or sell your company. To that end, you’ll need an exit strategy. When clients come to us without clear exit strategies, we often find that the hardest component for them to master is valuing what their businesses are really worth. Too often, the true value of the business is grossly miscalculated, considered too late, or both.

The Social Security Tax Trap

  • 11 February 2014
  • Author: Cari Holbrook
  • Number of views: 2315
  • 0 Comments
The Social Security Tax Trap

Taxes are behind one of the oldest business-owner curses: The more you pay yourself, the more it could cost you in the long run. A huge culprit in this scenario is the Social Security tax. Most often, what you put into Social Security is nowhere near what you get out of it in benefits. And once you reach a certain salary level, it can become a real sticking point. Balancing the wages you deserve with an income that is tax-effective is the key.

Family SUCCESSion Planning: Four Careful Considerations

  • 17 December 2013
  • Author: Cari Holbrook
  • Number of views: 2773
  • 0 Comments
Family SUCCESSion Planning: Four Careful Considerations

We asked San Antonio business consultant John Dini, one of the nation’s leading experts on business ownership and exit planning, for his advice on handing down the family business. As the author of Hunting in a Farmer’s World, Beating the Boomer Bust and 11 Things You Absolutely Need to Know About Selling Your Business , Dini literally “wrote the book” on succession planning. He recommends that Baby Boomers and other business owners with an eye on retirement carefully consider the following questions.

Selling Your Business? Resist the Lure of Low Capital Gains Taxes

  • 19 November 2013
  • Author: ellice909
  • Number of views: 2149
  • 0 Comments
Selling Your Business? Resist the Lure of Low Capital Gains Taxes

Taxes can cut deep into your profit when you sell a business. But sometimes “paying more” can help you save. Whether you’re looking to pass your business down to heirs or sell it outside the family, some surprising tax strategies can make the sale more profitable.

Deducting Vehicle Expenses the Right Way

Deducting Vehicle Expenses the Right Way

If you’re thinking of purchasing a dedicated company vehicle or using your own vehicle for company business, or if you already have a business vehicle, we wanted to share some great tax advantages that can often be overlooked when you claim this deduction.

Charitable Giving Tip That Could Save You Thousands

  • 22 October 2013
  • Author: ellice909
  • Number of views: 2374
  • 0 Comments
Charitable Giving Tip That Could Save You Thousands
Have your long-held stocks made a good recovery this year? If so, they could hold the key to saving you thousands in taxes when it comes to charitable giving. If you’re a sole proprietor or own a business with another type of flow-through entity like an LLP, LLC or S-Corp, giving appreciated stock as a gift could be the best way to give, and receive, this year.
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