Financial Tools

We have been asked on many occasions whether a client or someone they know should file an income tax return. You might think the answer to that question is easy, but certain circumstances make the question...

According to the Small Business Administration, approximately 90 percent of businesses in the United States are family owned. Many of these are small businesses...

If predicting market behavior by looking at past history worked, then most of us would be rich. There are always unknowns in the months ahead, but that doesn’t mean you shouldn’t...

For those who are fortunate enough to be in possession of a highly appreciated asset – whether as a result of hard work, luck or an inheritance –talking to a tax and financial expert to discuss tax and financial...

Staying on top of search engine optimization (SEO) is critical for all marketers, whether they are Fortune 500 companies or small businesses. This can be daunting for small firms without IT departments...

It’s time to start thinking about your 2011 tax return. Changes to the tax code are never simple, and figuring out how to take advantage of tax breaks can be tricky. This year, new additions...

When deciding upon a firm’s record retention procedures, it would be wise to consult federal and IRS regulations and state and...