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Exceeding Expectations. Always. — Business Advisors and CPAs

Personal Finance

How the U.S. Supreme Court Ruling on WAYFAIR affects YOU

The South Dakota v. Wayfair Supreme Court ruling and how it affects you as a consumer or business.
Posted: August 2nd, 2018 | Permalink

Unintended outcomes of naming a minor as beneficiary

Naming a minor as beneficiary of a life insurance policy or retirement plan can lead to unintended outcomes
Posted: June 22nd, 2018 | Permalink

Can you deduct business travel when it’s combined with a vacation?

If you go on a business trip within the United States and tack on some vacation days, you might be able to deduct some of your expenses. Here’s what you need to know.
Posted: May 23rd, 2018 | Permalink

Do you need to adjust your withholding?

If you received a large refund after filing your 2017 income tax return, you’re probably enjoying the influx of cash. But it also means you essentially made the government an interest-free loan.
Posted: May 18th, 2018 | Permalink

Personal exemptions and standard deductions and tax credits, oh my!

The Tax Cuts and Jobs Act, in addition to generally reducing individual tax rates, eliminates personal exemptions, increases the standard deductions and expands the child credit
Posted: January 30th, 2018 | Permalink