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The CEO Exodus (And What It Means for Your Retirement)

  • 11 April 2017
  • Author: Alexander Carr
  • Number of views: 541
  • 0 Comments
The CEO Exodus (And What It Means for Your Retirement)
Out of 74.9 million baby boomers, many are actively transitioning out of the business world right now either by retiring, selling their businesses, or taking alternative employment such as consulting. The number of small businesses for sale nationwide is at a six-year high and it’s not expected to decrease soon. Nearly 7 out of every 10 business owners

want to retire in the next 10 years. Many of these business men and women have moderate retirement funds set aside except for one elite group of CEOs who are set for life.

Do You Have a Succession Plan? Does Your Financial Advisor?

  • 29 March 2017
  • Author: Alexander Carr
  • Number of views: 917
  • 0 Comments
Do You Have a Succession Plan? Does Your Financial Advisor?
The idea of succession planning may be a foreign concept to you. But, if you’re a small business owner, it shouldn’t be. In fact, planning who will lead your business and how they will lead it after your exit could be the single most important business strategy you put in place

March Madness and Your Taxes

  • 21 March 2017
  • Author: Alexander Carr
  • Number of views: 585
  • 0 Comments
March Madness and Your Taxes

Doing well with your March Madness brackets? The IRS is happy for you…as long as you remember their cut of the winnings. Here’s what you should know about how you need to report earnings as well as tips to offset the tax burden (such as claiming other gambling losses). 

Will President Trump’s “2-for-1” Knockout Policy Affect Your Taxes?

  • 14 March 2017
  • Author: Alexander Carr
  • Number of views: 1162
  • 0 Comments
Will President Trump’s “2-for-1” Knockout Policy Affect Your Taxes?

One of the executive orders signed by President Trump in the first few days of his administration deals with federal regulations. Essentially, government agencies like the IRS must identify two regulations to repeal for every new regulation they wish to add.

4 Early Tax Refund Myths Debunked

  • 28 February 2017
  • Author: Alexander Carr
  • Number of views: 1012
  • 0 Comments
4 Early Tax Refund Myths Debunked
The moment your tax forms hit the mailbox, the clock starts ticking on when you might get a refund. The wait can be excruciating and theories abound on how to determine when a refund will come or even how to speed up the process. Is there any truth to these folktales? The IRS issued a statement

addressing the top myths surrounding refunds, especially for those who have already filled for the 2017 tax season.

Dangers of Not Securing Your Data

  • 21 February 2017
  • Author: Alexander Carr
  • Number of views: 683
  • 0 Comments
Dangers of Not Securing Your Data
Data breaches can ruin businesses of all sizes. Most are caused by innocent employee mistakes: clicking on a phishing email, losing a laptop; or misplacing a smartphone with company data in it. Assuming your business is too small or too low-tech to fall victim to data theft could be a devastating mistake. The truth is that more than 70 percent of attacks target small businesses. What’s more, about 60 percent of those suffering major breaches never recover, ultimately going out of business within six months

IRA Loans for Business: Too Good to Be True

  • 14 February 2017
  • Author: Alexander Carr
  • Number of views: 1158
  • 0 Comments
IRA Loans for Business: Too Good to Be True
The IRS is proving that, once again, just because it’s possible to borrow money from a retirement account to fund a business, you shouldn’t do so without sound advice. A March 29, 2016, U.S. Tax Court decision has brought this issue back to light and it serves as a reminder to handle self-directed IRA investments very carefully

Magnolia Pancake Haus

  • 2 February 2017
  • Author: Alexander Carr
  • Number of views: 0
  • 0 Comments
Magnolia Pancake Haus
When a friend entrusted Robert Fleming with his family’s buttermilk pancake recipe nearly 30 years ago, he never imaged it would become the centerpiece for one of San Antonio’s most cherished restaurants.

IRS Is Using Private Debt Collectors

  • 31 January 2017
  • Author: Alexander Carr
  • Number of views: 1132
  • 0 Comments
IRS Is Using Private Debt Collectors
The IRS is behind on collecting more than $400 billion in back taxes but it doesn’t plan on erasing those debts just yet. Instead, Congress mandated the use of private debt collectors for help. In fact, the IRS plans to begin private collection of certain overdue federal tax debts as early as this spring.

Entrepreneurs Share Their Favorite Business Books

  • 24 January 2017
  • Author: Alexander Carr
  • Number of views: 656
  • 0 Comments
Entrepreneurs Share Their Favorite Business Books
You’ll never guess what Bill Gates’ favorite business book is or who first loaned it to him. When he met Warren Buffett in 1991, he asked the business icon about his all-time favorite read. Business Adventures: Twelve Classic Tales from the World of Wall Street by John Brooks was his answer. Buffett loaned Gates his copy and—more than 25 years later—Gates admits he still has it. It’s just that good
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