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It's no secret that the last quarter of any year is a busy one for those who wants to get a jump on tax planning and ..read more
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In my work with church audits, I sometimes have to report evidence of possible fraud – questionable charges, missing money, ..read more
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In my work with nonprofit organizations, I see how critical their work is for the health of a community. I am also aware that ..read more
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In my work with church leaders, I see clearly the challenges facing church boards. Tasked with guiding and keeping the mission- ..read more
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The retirement account is a valuable asset. Every worker should start savings and asset building strategies as early as ..read more
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Now and then I hear from a client who suspects that an IRS imposter is targeting them with a fraudulent phone call or email. ..read more
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When I work with nonprofit leaders, I hear about the challenges they face with cash flow. Nonprofits have historically faced a ..read more
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When I meet with clients for tax planning, I show them how the tax code favors small business. Even if they have a good job, ..read more
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Cash flow management can make-or-break a company, and if you aren't properly managing the flow of your money, then you are ..read more
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I tell all my tax preparation clients that the true key to building wealth lies in building assets. A savings account in a bank ..read more

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