Archive for the taxes Category

A Dirty Little Secret about the End of Year Review with Your Trusted Adviser Team

Throughout my years in business, I have learned that one of the most important things you can do to set yourself up for success is to surround yourself with people who are experts in their field. In my world working with business owners, such trusted advisors will

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A Dirty Little Secret About Tax Planning and Cash Flow

Is that if you don’t know what your taxes are likely to be by this time in February, then you did not plan effectively last year to help minimize the impact that your taxes are likely to have on your current cash flow! Be vigilant about your taxes

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Mid-Year Financial Review: Incorporating a Look at Cash Flow

It’s easy to lose focus in the summer and to feel like end-of-year concerns and tax season are in the very, very distant future. But here’s something you should think about fitting in between vacations and trips to the pool: a thorough mid-year financial review for your

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A Dirty Little Secret about Your Corporate Tax Return

Before signing your corporate tax return, did you and your CPA review it?  A short telephone conversation would be ideal to be sure you understand how your profits (or losses), your wages, and any distributions will be reported on your personal return.  I always recommend that my

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