by Jonathan Bill | Jul 27, 2023 | Biz Taxes
If you’re a small business owner, there are some tax advantages you might be unaware of that can lower the overall tax bill for your family, if you decide to employ family members in the business. It’s commonplace for multiple family members to work in a small...
by Jonathan Bill | Jul 11, 2023 | Retirement
A lot of people are not putting enough away for retirement. Numerous studies bear this out. For example, 55% of Americans are behind on saving for their golden years, according to reporting from CNBC. A National Institutes of Health paper says research suggests...
by Jonathan Bill | Jun 8, 2023 | Biz Taxes
Now that tax season has come and gone (unless you filed an extension), it’s a good time to assess the amount of income tax withheld from your paycheck. In fact, any time there is a major change in your overall tax situation, withholding amounts should be examined. For...
by Jonathan Bill | May 3, 2023 | Tax Season
Many Americans give to charitable causes, but very few know about or take advantage of a powerful giving tool called a donor advised fund (DAF). DAFs offer several tax benefits that you should be aware of. Let’s start with the basics: A DAF is a tax-deductible...
by Jonathan Bill | Mar 27, 2023 | Small Business
Don’t be passive about your accounts over $250K The collapse of Silicon Valley Bank (SVB), followed closely by Signature Bank, earlier this month has a lot of small businesses and startups doing some self-reflecting on the way they manage their finances. Many...
