Blog

There are many worthwhile reasons to lend money to a relative. For example, you may want to help a child or sibling continue their education [...]

The e-mail from your bank gets your attention right away. It says you need to log into your account in the next 48 hours to [...]

Any taxpayer that has income that is not subject to withholding may need to make quarterly estimated income tax payments. If you have just started [...]

Spring and summer -- the wedding season is upon us. Before walking down the aisle, take a minute to consider a serious matter. Couples often [...]

The Mind of Mark “Thoughts from Our Management Consultant” For the last 20 years, I have focused on designing, developing and implementing world-class finance, process and technology solutions for clients ranging from Mom & Pop Start-ups to Fortune 500 corporations. What I have recognized during this time is that regardless of the organizations size and focus, issues and opportunities seem to be pretty consistent. This blog focuses on the good, the bad, and the ugly of what our clients face on a day to day basis.

Are you receiving a tax refund this year? No doubt you've already heard the standard admonishment about why you should not be giving the government [...]

If you reached age 70½ last year, April 2, 2012, could be an important deadline. That's the last day you can take your required minimum [...]

Congress passed an extension of the 2% payroll tax cut that had been scheduled to expire at the end of February. The extension means 160 [...]

If you own foreign investments, you may have an additional federal tax filing requirement this year. Form 8938, "Statement of Specified Foreign Financial Assets," is [...]

Last December, the 4.2% social security tax rate that workers pay on wages was extended through February 29, 2012. Now a Congressional conference is being [...]