Tips to Keep Your Customers Coming Back

Happy, satisfied customers are essential to the health of every business. Increasing competition, online review opportunities, and unlimited access to information up the ante on the importance of quality customer service. Here are some tips to help your business thrive by meeting Read More

Shrink Your Tax Bill in 2023

Here are several strategies to consider to shrink your tax bill in 2023. Consider life events. Consider whether any of the following key events may take place in 2023, as they may have potential tax implications: Purchasing or selling a home Refinancing Read More

Fork in the Road: Repair or Replace Your Vehicle

Deciding whether to put more money into an aging car or to replace it with a new or used vehicle is rarely a simple decision. Plus skyrocketing vehicle prices and economic uncertainty are making the decision process even tougher. Signs it is Read More

Identity Thieves Love Tax Season

The vast amount of information shared online during tax season makes it a haven for identity thieves, and they’re doing everything they can to take advantage of the opportunity! Here are several ways that identity thieves are targeting you, common signs of Read More

Year-End Tax Cutting Ideas

Here are moves you can make to reduce your taxable income. But the year is quickly coming to a close, so plan accordingly. Tax loss harvesting. If you own stock outside a tax-deferred retirement plan, you can sell your under-performing stocks by Read More

6 Ways to Cut Your Everyday Expenses

Many people dream of making more money, but cutting expenses can have the same effect. Identify unnecessary expenses with these six money-saving ideas and help free up some cash: Eliminate late fees. Most late fees are the result of being too busy, Read More

Customer Retention Metrics You Need to Know

Your business’s ability to retain customers is one of the most important components to sustained growth and profitability. Here are the three retention metrics useful for every business owner. Retention rate. Most customer retention is measured over a set period of time, Read More

‘Tis the Season for Gift Card Fraud

With supply chain snarls still plaguing parts of the U.S. economy, many consumers are turning to gift cards as the holiday present of choice this year. In fact, according to the website Research and Markets, the United States gift card industry is Read More

Raising a Financially Savvy Child

If you have children or grandchildren, you have an opportunity to give them a jump-start on their journey to becoming financially responsible adults. While teaching your child about money and finances is easier when you start early, it’s never too late to Read More

Tax Court Corner

Here’s a roundup of several recent tax court cases and what they mean for you. Thou Shalt Not Commingle Funds (Vorreyer, TC Memo 2022-97, 9/21/22) Don’t let sloppy record keeping prevent you from deducting legitimate business expenses. The Tax Court agreed with Read More