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Did the IRS Freeze Your Refund?

  • 13 October 2015
  • Author: Cari Holbrook
  • Number of views: 5514
  • 0 Comments
Did the IRS Freeze Your Refund?

During the latest 2014 tax filing season, the IRS froze the returns of 1.6 million possible tax ID theft victims. While it’s certainly better to be safe than sorry, what has happened after the returns are frozen may be considered a crime itself. Taxpayers who received letters from the IRS stating their returns were frozen were directed to a Taxpayer Protection Program (TPP) line to confirm their identities. However, the IRS answered as few as 10 percent of the phone calls made to the call line during their busiest times.

Why Business Owners Are Celebrating Medicare's Big 5-0

  • 8 September 2015
  • Author: Cari Holbrook
  • Number of views: 2837
  • 0 Comments
Why Business Owners Are Celebrating Medicare's Big 5-0

This year marks Medicare’s 50th birthday. If you’re a business owner and think that milestone is irrelevant to you, think again. Participating in Medicare can be cost effective. If you’ve paid payroll taxes over the years, you may not need to pay premiums for Medicare Part A at all. But, in order to take full advantage, follow these three steps:

Tax Incentives for Military Veterans in Business

  • 25 August 2015
  • Author: Cari Holbrook
  • Number of views: 2361
  • 0 Comments
Tax Incentives for Military Veterans in Business

San Antonio has always been a proud military community. Employing military veterans during and after active duty helps maintain the strong, dedicated workforce that makes our community great. Plus, many employers find the work ethic, communication skills and other strengths common among military veterans make them strong team members.

Create a SIMPLE IRA Before October 1

  • 11 August 2015
  • Author: Cari Holbrook
  • Number of views: 3349
  • 0 Comments
Create a SIMPLE IRA Before October 1

SIMPLE IRA plans provide great advantages for self-employed individuals and small business employers, since they don’t require the start-up and operating costs associated with conventional retirement plans.

Are Gold Coins and Hedge Funds Good Retirement Plans?

  • 7 July 2015
  • Author: Cari Holbrook
  • Number of views: 2640
  • 0 Comments
Are Gold Coins and Hedge Funds Good Retirement Plans?

News broke last month that Renaissance Technologies, owned by hedge fund leader James Simons, abolished its 401(k) plan and won the government’s permission to put pieces of Simons’ own Medallion fund inside Roth IRAs for employees instead. As Bloomberg News reports, “That means no taxes—ever—on the future earnings.”

When Adult Children Move Home: Take Tax Advantage

  • 26 May 2015
  • Author: Cari Holbrook
  • Number of views: 2491
  • 0 Comments
When Adult Children Move Home:  Take Tax Advantage

They’re called the “boomerang” generation: young adults who move back into their parents’ homes, usually to save money after college. One study revealed that nearly 40 percent of young adults ages 18 to 34 have moved back in with their parents for a time after moving out.

Why Planning to Sell Your Business is Always a Good Idea

  • 12 May 2015
  • Author: Cari Holbrook
  • Number of views: 2607
  • 0 Comments
Why Planning to Sell Your Business is Always a Good Idea

One in three small business owners plan to fund their golden years by selling their businesses. However, half of these business owners do not have potential buyers lined up. These statistics from a 2014 Small Business Retirement Readiness Study shed light on a common issue among entrepreneurs: the issue of poor exit planning.

How an LLC Can Help a Business Thrive

  • 21 April 2015
  • Author: Cari Holbrook
  • Number of views: 2891
  • 0 Comments
How an LLC Can Help a Business Thrive

Taking on partners or investors can be risky, especially when you’re just starting out. However, certain risks are necessary in order to succeed. Some tools can help mitigate the risk of getting outside funding for a business. An LLC structure is one of those tools.

Top Money Mistake Startup Businesses Make

Top Money Mistake Startup Businesses Make

About 50 percent of new U.S. companies fail in their first five years. According to the Small Business Administration (SBA), 34 percent close before their second year in business. Some of the worst performing companies are in the fields of transportation, communications/utilities, retail, construction and manufacturing. Starting a business in one of these industries is definitely an uphill battle. But it’s certainly a battle that can be won.

ACA and Your 2014 Tax Return

  • 24 March 2015
  • Author: Cari Holbrook
  • Number of views: 2565
  • 0 Comments
ACA and Your 2014 Tax Return

The Affordable Care Act is expected to complicate an already arduous tax season. Just how much it will complicate your own efforts depends on your situation. If you anticipate a tax credit like the IRS Small Business Tax Credit, you may not receive good news.

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