Category - Articles

End-of-Year Business Tax Planning Checklist Changes to 2017 Tax Cuts and Jobs Act (TCJA) Get Ready for a Turbulent Tax Year: 3 Tips A SIMPLE Approach to Retirement Readiness Navigating the Alternative Minimum Tax (AMT): What You Need to Know Q&A: Paying Contractors Through QuickBooks Online Do You Know Your Rights as a Taxpayer? Time-Saving Tax Tips to Simplify Your Filing Is Your Home Office Eligible for a Tax Deduction? Deducting Vehicle Expenses On Your Income Taxes: Q&A Having Trouble Budgeting? QuickBooks Online Can Help Maximizing Deductions: Overlooked Tax Deductions You May Be Missing Income Tax Records: How Long Should You Keep Them? NEW! Navigating the New QuickBooks Online User Interface NEW! 2026 Is Coming: Use QuickBooks Online to Get Ready NEW! What Can You Expect for the 2026 Tax Year? NEW! Sending or Receiving 1099s? What You Should Know NEW! Use QuickBooks Online More Effectively in 2026: 5 Tips NEW! The Role of Tax Planning in Retirement Readiness NEW! Building Multiple Retirement Income Streams NEW! What to Review Regularly in Your Retirement Plan NEW! Balancing Retirement Savings with Current Financial Priorities NEW! Using Real Estate to Support Long-Term Financial Planning Goals NEW! When to Hold vs. When to Sell Investment Property NEW! The Hidden Costs of Property Ownership Investors Often Overlook NEW! Managing Real Estate Cash Flow During Market Uncertainty NEW! Why Monthly Reconciliation Is More Important Than Ever NEW! Using Automation to Streamline Accounting Processes NEW! Avoiding Common QuickBooks Errors That Skew Financial Data NEW! QuickBooks Reports Business Owners Rely on in 2026 NEW! Aligning Investments with Short- and Long-Term Goals NEW! Why Diversification Remains Critical in Volatile Markets NEW! Reevaluating Risk Tolerance at Different Life Stages NEW! How Inflation Continues to Impact Investment Strategies NEW! Understanding Payroll Reporting Requirements NEW! How Payroll Changes as Businesses Grow NEW! Common Payroll Tax Issues Businesses Face NEW! Timing Income and Deductions for Better Tax Outcomes NEW! Tax Considerations After a Career Change NEW! Estate Planning for Business Owners: Protecting What You’ve Built NEW! How Estate Planning Helps Minimize Family Conflict NEW! Choosing the Right Executor or Trustee: What to Consider NEW! How Digital Assets Fit Into Your Estate Plan NEW! What the IRS Is Focusing on in 2026 NEW! Managing Estimated Taxes When Income Fluctuates NEW! How Technology Expenses Are Treated for Tax Purposes NEW! Cash Flow Planning in a Volatile Market NEW! When It Makes Sense to Reevaluate Your Business Structure NEW! Leveraging Payroll Data Analytics to Drive Business Decisions Payroll Audits: What They Are, How to Prepare, and How to Avoid Them Managing Payroll When Your Business Has Seasonal or Temporary Workers Common Payroll Tax Credit Opportunities & How to Claim Them How to Handle Payroll for Contractors vs. Employees (and Why It Matters) Year-End Payroll Processes: How to Close Out the Year Smoothly Payroll Data Security: Best Practices to Protect Employee Information Navigating Multi-State Payroll: What Employers Need to Know Payroll Onboarding: A Step-by-Step Checklist for New Employees How to Choose the Right Payroll Software for Your Small Business Maximizing Retirement Income: Social Security and Beyond Rollover Options: What to Do with an Old 401(k) What to Consider Before Taking Early Retirement How to Balance Retirement Savings with Debt Repayment The Financial Benefits of Going Cashless How to Budget for Seasonal Fluctuations in the Restaurant Industry Understanding Restaurant KPIs: What to Measure and Why Inventory Management Tips for Better Profit Margins Smart Renovations That Add Long-Term Value How to Evaluate Investment Properties Like a Pro Is Real Estate Still a Safe Hedge Against Inflation? Tax Advantages of Owning Commercial Real Estate Reconciling Accounts Made Easy: A Step-by-Step QuickBooks Guide Automating Your Invoicing and Payment Reminders How to Use Tags and Custom Fields for Better Tracking Top 5 Reports Every Business Owner Should Review Monthly Payroll Tax Mistakes That Can Cost Your Business Managing Payroll for Remote and Hybrid Teams How to Stay Compliant with New Payroll Tax Regulations Sustainable Investing: Aligning Profits with Purpose Balancing Risk and Return in a Volatile Market How Rising Interest Rates Affect Your Investment Portfolio How Inflation Impacts Your Investment Portfolio Tax-Efficient Ways to Support Charitable Causes Life Events That Can Affect Your Tax Return How Side Income Impacts Your Tax Return The Hidden Tax Benefits of Home Improvements Protecting Family Wealth Across Generations The Role of Life Insurance in Estate Planning How to Keep Your Estate Plan Updated Through Life Changes Understanding the Tax Implications of Gifting Assets Common Business Tax Audit Triggers and How to Avoid Them Navigating Multi-State Business Taxes How Tax Credits Can Offset Rising Business Costs How to Use Data Analytics to Make Smarter Business Decisions Creating a Client Retention Strategy That Works Why Every Small Business Needs a Succession Plan Adapting Your Business Strategy for Economic Uncertainty Expanding Your Business? Don’t Overlook These Tax Considerations Staying Organized Through the Holidays: How to Prepare for Tax Season Early Investing on a Budget: How to Grow Your Wealth with Limited Capital Strengthening Your Small Business: How to Protect Your Data from Cyber Threats Managing Taxes When Unexpected Expenses Arise Why You Should Retain Payroll Records Staying Ahead of Business and Tax Policy Changes Hourly vs. Salaried Employees: The Differences in Managing Payroll The Benefits of Using a Payroll Service: Saving Time, Reducing Risk, and Supporting Growth Worker Classification in the Gig Economy: What It Means for Payroll How Progress Invoicing Can Improve Your Cash Flow Start-Up Costs for a Start-Up Business Self-Employed? Stay on Top of Your Taxes Understanding Unpaid Payroll Tax Penalties: What Every Business Owner Needs to Know Do You Need to Add Users in QuickBooks Online? Just Realized You Made a Mistake on an Old Income Tax Return? How To Amend It Understanding Depreciation Deductions for Business Real Estate Mastering Business Budget Forecasting: A Key to Smarter Financial Planning How to Properly Manage Your Business Cash Flow Make Sure to Not Claim an Ineligible Dependent on Your Taxes Tired of Typing? Use Recurring Transactions In QuickBooks Online How Fraud and Scams Affect Small Businesses—and How to Move Forward How to Save for a House While Investing for Retirement Business Tax Reduction 101: Smart Strategies to Keep More of What You Earn Do a Financial Review Mid-Year: Why It Matters and How to Do It Tax Planning Tips for When Your Income Changes Significantly How to Report Rental Income on Your Taxes 3 Ways to Receive Payments in QuickBooks Online Are You Sending Automated Reminder Emails in QuickBooks Online? Understanding Your Tax Obligations When Starting a Side Gig Mergers & Acquisitions: Key Pointers for Small Business Owners 7 Smart Ways to Improve Your Business Credit Score How to Improve the Value of Your Business Before You Retire Last-Minute Steps for a Stress-Free Tax Season Tax Scams Getting More Sophisticated: How to Recognize Them Managing Products and Services in QuickBooks Online Regular Reviews of Your Business's Operating Health Are Essential Take Great Care With Estimated Tax Payments and Tax Withholding Tax Credit Opportunities Business Tax Planning for Tax Cuts and Jobs Act (TCJA) Sunset How to Set Up a Bookkeeping Cycle in QuickBooks Online Is Your Favorite Pastime Turning Into a Small Business? The IRS Wants to Know. Understanding the Estate and Gift Tax Exemption What Is a 1031 Like-Kind Exchange? Ensuring a Fair and Equal Share for Your Beneficiaries IRS Provides Guidance on Penalty-Free Withdrawals From Retirement Plans Managing Remote and Hybrid Workers Changing Workforce Has Implications for Business Owners What Businesses Should Expect From Higher Interest Rates Is It a Hobby or a Business? Give Your Finances a Quick Once - Over with QuickBooks Online Managing Business Debt: Strategies for Maintaining Financial Health Real Estate vs. Stock Market: Which is the Better Investment for You? The Role of Technology in Streamlining Restaurant Accounting Retirement Income Planning: Diversifying Your Sources The Role of Real Estate in a Diversified Investment Portfolio The Impact of Inflation on Retirement Savings: Preparing for Rising Costs Family Trusts: Protecting Your Wealth for Future Generations How to Create a Contingency Plan for Your Business: Preparing for the Unexpected Outsourcing vs. Hiring: How to Decide What's Best for Your Business The Benefits of Hiring a Professional Tax Advisor Restaurant Payroll: Best Practices and Tips Restaurant Tax Guide: Everything You Need to Know Restaurant Pre-Shift Meeting Ideas to Boost Profits How Much Does It Cost to Open a Restaurant? A Complete Breakdown Can a Restaurant be an LLC? Retirement Tax Planning: Why It Matters as Much as Ever Why Investing Today Could Pay Off Tomorrow Building a Legacy: Empower Future Generations Through Education Millennials: Don’t Put Estate Planning on the Back Burner The Difference between Saving and Investing What You Need to Know About NFTs Can I Still File Taxes Without My W-2 or 1099? Environmental Tax Breaks: A Guide to Tax Forms Top Buyer Questions: Answers for Homebuyers Elevating Your Firm’s Client Services Through Automation Maximizing Your Small Business Tax Return Retirement Saving Tips While Running a Business How Volunteering Can Benefit Your Business Business Insurance -- A Critical Safeguard How Do You Store Documents in QuickBooks? 5 Ways to See Who Owes You in QuickBooks Online You Can Appeal an Increase in Your Property Taxes Adding Sector Funds to Your Portfolio Trusts Can Help Accomplish Numerous Goals Unpaid Payroll Taxes: A Common Small Business Mistake Separating Business and Personal Expenses Tax Diversification Can Be a Smart Strategy When Is the Ideal Time to Plan Your Estate? Is the 4% Spending Rule Still Valid? The Benefits of Laddering for an Income Investor Financial Wellness Programs -- A Win-Win for Your Business and Your Employees 5 Tips for Managing Inventory in QuickBooks Online What's the Value of Your Business? Stay on Top of Key Financial Indicators What to Look for in a Retirement Location When Should You Sell an Investment?