August 29, 2018
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7 Steps to Creating a Vision for Your Firm

Exerpts from article originally published by Intuit – Firm of the Future: As a business owner, the vision for your firm is everything, and executing that […]
August 22, 2018

4 Ways To Use Automation To Improve Your Finances

This column originally appeared on — by John Odell, principal, Arroyo Investment Group Financial planning is a complex topic with numerous moving parts, and many aspects […]
August 15, 2018

This Small Business Tax Is Ending

The IRS proposed a new rule on Aug. 8, addressing the 20 percent qualified business income deduction.   What does this mean for you?    
August 2, 2018

3 Debt-Destroying Habits Everyone Should Follow

  Staying out of debt is simple, but it’s not easy. It requires resilience — forgoing impulsive purchases in exchange for long-term financial freedom. Personal debt […]
July 25, 2018

New Divorce Laws To Consider

  The taxation of alimony for divorces signed after Dec. 31, 2018 will change drastically. It will no longer be tax-deductible for the payer, nor taxed […]
July 18, 2018

Summertime Is A Favorite Season For Scammers

  Keep your eyes open for phishing emails and telephone scams during the summer months. Scammers are known to take advantage of the post-tax season months […]
July 11, 2018
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Want To Retire Some Day? Here’s How To Save More Now!

    Need to save more for retirement? Here are some questions to ask yourself to help you get started and stay on track:  ·      How much […]
July 5, 2018
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Switching Jobs This Summer?

  As you look forward to starting your new job, it’s important to keep in mind how your employment change will affect your taxes.  Here are […]
June 28, 2018
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Consider Creating An ‘Accountable Plan’

Now that itemized deductions have been suspended through 2025, employees can no longer deduct unreimbursed business expenses. Fortunately, you can help your employees out with a […]