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You’ll want to read this if you sold stocks last year

Important: If you sold stocks or bonds last year in 2022 you will be receive an important tax document(s) starting in February 2023 (i.e. 1099-B, 1099-Div, 1099-Int, etc.) . You must bring these tax documents when you are ready to file your 2022 tax return. If you do not bring these documents it could delay […]

IRS 2023 Mileage rates

Per IR-2022-234, December 29, 2022 WASHINGTON — The Internal Revenue Service today issued the 2023 optional standard mileage rates used to calculate the deductible costs of operating an automobile for business, charitable, medical or moving purposes. Beginning on January 1, 2023, the standard mileage rates for the use of a car (also vans, pickups or […]

Naming the New Year: 2023 “Hungry Hummingbird”

Like many people, I enjoy a good tradition. Whether it is a familiar tradition like the family vacation or nightly family dinners, One of our favorite Traditions is Naming the New Year. The New Year Name is chosen before the new year starts and will reflect important plans, challenges, obstacles, etc. ahead in the New […]

Event: KEYS to a Living Trust | Expert Discussion followed by Q&A

You’re Invited! KEYS to a Living Trust | Expert Discussion followed by Q&A. Thursday Feb. 17. REGISTER now this event will sell out. AGENDA Get ready for Keys to Living Trusts: -6:00p – Networking*-6:30p – Expert Discussion-7:00p – Audience Q&A Since our last event was such a success, we’ll be opening up to 20 seats for this group talk!  Michael Arrache […]

You better watch out, you better not cry – Deductible Business Gifts

The old-as-time Christmas song “Santa Claus Is Coming To Town” makes Santa Claus sounds like an ideal accountant He’s making a list, he’s checking it twiceGonna find out who’s naughty or niceSanta Claus is coming to town. Are Business Gifts Deductible? A question that comes up often, especially during the Holiday Season and Year End […]

Naming the New Year: 2022 “Hanging Man”

Like many people, I enjoy a good tradition. Whether it is a familiar tradition like the family summer vacation or something simple like nightly family dinners, the “remember and repeat” activities carry much importance on celebrating the past and planning for the future. One tradition we enjoy Naming the New Year. The New Year Name […]

Are you a CPA?

Are you a CPA? Is this you? The person who wishes to be a master of their fate? Who is willing to accept that to make more than a salary, one must accept risk? Who has a vision for the future and wants to have influence in making that vision a reality? Who wants to lead and […]