817.488.8939

Archive for May 2017

Four Tips For Working Beyond Retirement Age

Working Beyond Retirement Age

Many people choose to work into their retirement years. If this is something you’re considering, here are some tips to make sure you get the greatest benefit from your efforts. 1) Consider delaying Social Security. You can start receiving Social Security retirement benefits as early as age 62, but if you continue to work, it…

Read More

Be Tax Wise When Withdrawing your Retirement Savings

Be Tax Wise When Withdrawing your Retirement Savings

You’ve spent years saving for retirement, but now it’s time to plan the best way to manage your retirement savings withdrawals. Here is a potential method to help maximize your funds using a tax-advantaged strategy. First, look at Social Security and pensions. You can use these funds for daily living much the same as you…

Read More

Alimony In The IRS Spotlight

Alimony In The IRS Spotlight

A couple of years ago, the U.S. Treasury released a report highlighting a disturbing level of non-compliance in alimony reporting on tax returns. Since the report was released, the IRS has increased the scrutiny they place on tax returns with these claims. If you file a tax return involving alimony, make sure you know the facts…

Read More

Alert: New Small Business Scam Steals Key Information

Small Business Scam

This past month at least 55 companies reported they had fallen victim to a new type of specialized phishing scheme. This small business scam involves a criminal masquerading as a real employee, often a key executive, and then duping unwitting employees to provide payment or secure files. The scam takes many forms. Here are a couple…

Read More
Join the 1,000+ businesses and ministries who receive our newsletter with up-to-date information on IRS updates, making traction through financial focus, and making QuickBooks work for your organization!
  • Thank you for trusting us to send you timely and valuable information.
  • If you ever have an interest on a specific topic, please let us know.
  • When you receive our newsletter each week, take a moment and let us know what you think.
  We hate spam and never share your details.