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Money Moves

pile of paper tax forms

01.20.23

Charitable Giving; A donor-advised fund offers tax benefits

Taxpayers generally welcomed the rough doubling of the standard deduction in the 2017 tax reform legislation. One group that was worried about unintended side effects of the change
man holding pen while pondering what he sees on his computer

01.16.23

Why entrepreneurs find it hard to ask for help

If you are a business owner, chances are pretty good that you are independent. You try to do everything yourself, but the truth of the matter is you can’t
pile of paper tax forms

01.06.23

Why the IRS is still catching up

The effect of the Covid-19 pandemic upon supply chains and prices has been much commented upon. Less well known is that the pandemic caused the development of a major backlog at the IRS.
two street signs that point in opposing directions and read Lease versus Buy

12.22.22

Lease vs Buy: Which is Better for My Business?

Equipment, vehicles, facilities – large-ticket items are just one type of expense a business owner will have to manage.
stacks of coins holding dice that each include a financial icon

12.15.22

Stabilizing Your Business' Cash Flow

Securing your business cash flow is a lot more tangible than growing money on trees. Without proper cash flow management, you couldn’t afford to pay the utility bill to water your tree.
digital illustration of stacks of coins climbing taller with a shopping chart on the highest stack

12.08.22

Social Security COLA Increase is Biggest Since 1981

The Social Security Administration has announced an 8.7% benefit increase for 2023, based upon inflation for the 12 months ending September 30, 2022.
digital illustration of a computer board showing a security breach and virus detected

12.01.22

How to Protect Yourself After a Data Breach

When it comes to account security, many of us make a common mistake: We reuse passwords.
a keyboard, credit card and a pad lock

11.24.22

Protecting Your Business Debit Card

While debit cards can offer advantages to small businesses, they need to be protected carefully because business debit cards lack most of the legal safeguards limiting the liability from unauthorized purchases that consumer credit cards enjoy.
woman smiling at a picture of man on her phone with a heart icon

11.17.22

Don't let scammers steal your heart and money

The epidemic of financial fraud shows no sign of abating. Perhaps the saddest example is the “romance scam.” Reportedly some 30% of Americans have tried online dating.

11.10.22

Business Identity Theft Can Be Costly to Victims

While personal identity theft is widely recognized and has a long history, business identity theft can also be very costly to victims, and the threat should be taken seriously.

11.03.22

IRS focus on digital assets

The Internal Revenue Service has long held that virtual currencies, such as bitcoin, are property not currency. As such, transactions conducted with a virtual currency can trigger taxable profits or deductible losses.

10.27.22

How to gain financial flexibility with an equity line of credit

Costly car repairs. Unexpected medical expenses. Storm damage to your home. All call for quick access to cash.
coins stacked graphic

10.13.22

How one savings plan can help you save for college and retirement

Families with children typically have three important financial objectives: buying a home, saving for college, and building retirement capital. That is a daunting challenge.
man hiding in bush with binoculars

10.10.22

Four Things to Consider Before Retiring Early

The idea of work/life balance has gained much attention over the last few years. Technology is redefining how and where we “work” and employees are re-evaluating how they spend the largest portion of their waking hours.
mechanical safe dial

09.30.22

Is Mobile Banking Safe for My Business?

As a prudent smartphone user, it’s natural to wonder if your smartphone bank transactions are secure. Rest assured, mobile banking is safe and secure because banks are in the business of securing sensitive customer data.
Smiling man with a papers in hand on phone

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