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Is the U.S. a Top Global Tax Haven?

  • 23 February 2016
  • Author: Cari Holbrook
  • Number of views: 1804
  • 0 Comments
Is the U.S. a Top Global Tax Haven?

 Last month we covered how U.S. citizens working abroad were escaping outrageous U.S. taxes by renouncing their citizenships. It has now been announced that the U.S. has moved from the world’s sixth to the third top tax haven behind only Switzerland and Hong Kong  It is estimated that $21 trillion to $32 trillion in private wealth is untaxed or lightly taxed in what it calls worldwide “secrecy jurisdictions,” with the U.S. being a top spot for activity.

Have a Question for the IRS? Hang on!

  • 22 September 2015
  • Author: Cari Holbrook
  • Number of views: 2168
  • 0 Comments
Have a Question for the IRS?  Hang on!

During the latest tax season, the average wait time for taxpayers calling the IRS was nearly 25 minutes, which is double the amount of time of the previous year. Some days, fewer than 40 percent of calls actually reached a live person. In fact, the IRS hung up on about 8.8 million taxpayers during this year’s tax filing season, labeling the act “courtesy disconnects.”

Energy-Saving Incentives for Small Businesses

  • 28 July 2015
  • Author: Cari Holbrook
  • Number of views: 2076
  • 0 Comments
Energy-Saving Incentives for Small Businesses

Many small businesses are becoming more energy efficient because it’s the right thing to do for our environment.  But did you know it can also benefit you as a business owner? The average commercial building wastes 30 percent of the energy it consumes, according to the U.S. Environmental Protection Agency. That’s a lot of money down the drain.

Charity Scams: What You Need to Know

  • 23 June 2015
  • Author: Cari Holbrook
  • Number of views: 2654
  • 0 Comments
Charity Scams:  What You Need to Know

Some charities sound like great causes but turn out to be scams. While it’s important to help others (and it can even be helpful to you, come tax season) charity scams can turn a moment of giving into a moment you wish you could get back.

When Employees Are Called for Jury Duty

  • 9 June 2015
  • Author: Cari Holbrook
  • Number of views: 2482
  • 0 Comments
When Employees Are Called for Jury Duty
Participating in the judicial process is an important role. And most calls for jury duty result in little more than a day away from work, so it doesn’t necessarily disrupt business as usual when an employee gets called to serve. But what if jury duty ends up taking longer than a day or two?

How To Maximize Social Security Income Benefits

  • 14 October 2014
  • Author: Cari Holbrook
  • Number of views: 2434
  • 0 Comments
How To Maximize Social Security Income Benefits
If you’re a working business owner and don’t need to take Social Security at 62 (the age at which eligibility kicks in), you’re better off delaying.  To put it simply: the longer you wait to receive Social Security benefits, the larger your monthly income from Social Security will be.  But how much more can you earn by waiting?

Behind the New IRS Taxpayer Bill of Rights

  • 8 July 2014
  • Author: Cari Holbrook
  • Number of views: 2531
  • 0 Comments
Behind the New IRS Taxpayer Bill of Rights

The tax man cometh...to take a stand for taxpayer rights? Last month, the IRS announced a revised Taxpayer Bill of Rights in an attempt to correct a huge misperception: Forbes reports less than half of all taxpayers believe that they have any rights before the IRS; only 11 percent who know we have rights, know exactly what those rights are.

Tax-Saving Ways to Splurge On Employees

  • 24 June 2014
  • Author: Cari Holbrook
  • Number of views: 2703
  • 0 Comments
Tax-Saving Ways to Splurge On Employees

It’s often hard to compete with big business on salary and employee benefits when it comes to attracting great employees. But make no mistake: The quality of life one can receive working at a family-owned business is a bankable benefit. In fact, think creatively and you may come up with some unique “perks” that also happen to come with great tax savings to you or your employees. Here are some examples:

Golden Handcuffs, Part 2: Do Passive Heirs Deserve a Cut of a New-But-Related Business?

  • 10 June 2014
  • Author: Cari Holbrook
  • Number of views: 2091
  • 0 Comments
Golden Handcuffs, Part 2:  Do Passive Heirs Deserve a Cut of a New-But-Related Business?

Welcome to Part 2 of our blog series on “Golden Handcuffs: Passing Down the Business to Heirs.” Over the next few months, we’ll discuss ways to pass down your family business to your heirs. Some heirs may be active in the business, others may be passive; this scenario holds many challenges. In this post, we look at ways you can answer the question:  Do Passive Heirs Deserve a Cut of a New-But-Related Business?

Ripe for Retirement: How Will You Know?

  • 13 May 2014
  • Author: Cari Holbrook
  • Number of views: 2794
  • 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.

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