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Why you should consider using HRAs to help employees with medical costs

A health reimbursement arrangement, or HRA, is a benefit plan you can offer to your employees to reimburse them for medical expenses that are not covered by an insurance plan.

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Tax records – What you should keep

It’s that time of year when you are getting ready to sort out last year’s financial records and prepare for this year’s recordkeeping. Do you know what you should keep and what can you throw away? Here are some suggestions.

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Do you need to think about the alternative minimum tax?

You may not have thought much about the alternative minimum tax, or AMT, since Congress passed a law that permanently fixed the exemption. But the tax, which you calculate separately from your regular tax liability, is still around. Here’s how the AMT might apply to your 2016 tax return.

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January 31, 2017January 9, 2017Leave a comment
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Couples and money: Five resolutions for 2017

Do you have a financial plan that works for both you and your spouse? Here are suggestions that can help.

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January 23, 2017February 15, 2017estate planning, finance, Retirement, Savings
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Tax bracket, tax rate, what’s the difference?

The difference between your tax bracket and your tax rate is more than a trick question. For example, knowing your tax rate gives you an accurate reflection of your tax liability in relation to your total income. Knowing your tax bracket is useful for planning purposes.

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January 16, 2017January 9, 2017Leave a comment
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Start smart: Five items to focus on when starting a new business

Are you starting a new business in the new year? Put these items on your to-do list.

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January 13, 2017January 9, 2017Leave a comment
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You don’t have to itemize to claim these deductions on your 2016 return

Can’t itemize? You can still claim some expenses on your 2016 federal income tax return. Here’s how you can benefit.

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January 9, 2017January 9, 2017Leave a comment
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How social security benefits are taxed

Are you wondering if your social security retirement, survivor, and disability benefits will be subject to federal income tax on your 2016 return? Generally, when these benefits are taxed is determined by your “provisional income.”

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December 21, 2016January 9, 2017Leave a comment
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Avoid hiring mistakes in your start-up

Staffing errors can spell disaster for your start-up. Here are three to watch out for.

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December 16, 2016January 9, 2017Leave a comment
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What you need to know about hiring seasonal workers

If summertime is a busy time for your business, you may be ready to hire seasonal workers. Here are tax rules to keep in mind. Continue reading “What you need to know about hiring seasonal workers” →

June 30, 2016
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115 Balsam St. Ste. B Ridgecrest, CA 93555
(800) 803-8322
CA Hours Monday-Friday: 9 a.m. - 5 p.m.

10201 SPID Corpus Christi, TX 78418
(800) 803-8322
TX by appointment
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