8 Strategies To Reduce Market Exposure

🖨 Print⏱ 3 min readOver a 10-day period in December 2018, the Dow Jones Industrial Average (DJIA) dropped by more than 350 points six different times. It then experienced its largest increase on record – a 1,000-point gain in one day. This dramatic volatility fueled speculation that we are on track for a long overdue … Continue reading “8 Strategies To Reduce Market Exposure”

How to Create Cash Flow Projections and Profit & Loss Statements

🖨 Print⏱ 3 min readWhen it comes to making cash flow projections, we’re all aware that it’s not an exact science. One of the main difficulties about accurately projecting cash flow has to do with timing. Examples include factoring in overhead such as payroll; lease or tax payments on the building; using credit to make … Continue reading “How to Create Cash Flow Projections and Profit & Loss Statements”

When Is A Loan Not A Loan?

🖨 Print⏱ 4 min readWith the sweeping new tax legislation in 2018 capturing everyone’s attention, other changes have taken a back seat. There were several Tax Court cases in 2018 that rendered important decisions impacting how things work – one of which was Povolny Group, Inc. v. Commissioner, T.C. Memo 2018-37. The Povolny Group decision centers … Continue reading “When Is A Loan Not A Loan?”

Reimbursing Unpaid Federal Workers, Fact-Based Policy Making and Fighting Human Trafficking

🖨 Print⏱ 4 min readGovernment Employee Fair Treatment Act of 2019 (S. 24) – This bill was introduced by Sen. Ben Cardin (D-MD) on Jan. 3 and signed into law on Jan. 19. It requires federal employees who are furloughed or working without pay to be compensated for the time of the government shutdown. Workers … Continue reading “Reimbursing Unpaid Federal Workers, Fact-Based Policy Making and Fighting Human Trafficking”

Automated Workflow Tools

🖨 Print⏱ 3 min readWe often read about how technological advances such as artificial intelligence will someday be used for customer-facing jobs – even eliminating the human touch. However, small firms that rely on trust and personal relationships are not likely to benefit from these innovations. Nonetheless, technology – when used effectively – can enhance … Continue reading “Automated Workflow Tools”

5 Tips for First-Time Tax Filers

🖨 Print⏱ 4 min readFiling taxes for the first time can be overwhelming. But if you have the right tools and advice before you start, it won’t be. Here are a few critical things to know before you begin, which will make the seemingly daunting process much easier. Start Prepping Early Even though the deadline … Continue reading “5 Tips for First-Time Tax Filers”

New Proposals for Government Programs

🖨 Print⏱ 4 min readThe Tax Cuts and Jobs Act delivered a wealth of benefits for taxpayers at every income level, but none more so than for the very rich. The net result of huge tax breaks for both high-income and corporate taxpayers is that the government now has much reduced tax revenues coming in … Continue reading “New Proposals for Government Programs”

How Businesses Can Effectively Manage Seasonal Sales

🖨 Print⏱ 4 min readWhen it comes to businesses dealing with seasonal sales, making payroll and other financial obligations can be stressful on budgets. However, one way to deal with fluctuating sales and cash flow problems is to see if invoice factoring is appropriate to meet year-round needs. Invoice Factoring One way for businesses dependent … Continue reading “How Businesses Can Effectively Manage Seasonal Sales”

 

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