Health Savings Accounts

Health Savings Accounts

Within the ever-changing, never-improving world of health insurance, there is hidden a little gem called a Health Savings Account or HSA.  There are several requirements to be able to utilize an HSA that we will touch on in a bit, but the first is that you must be...
Healthy Finances

Healthy Finances

A few weeks back I was asked to give a talk to a group of people in regards to healthy finances.  In preparation for that talk I did some research and found some rather disconcerting facts.  According to an article I found on Inc.com, our country has some pretty...
Saving You Time and Money

Saving You Time and Money

After 12.5 years in the business, I have found that a self-employed person’s two biggest fears seem to be wasting time and losing money.  This takes form in many different ways, whether it be a father missing a kid’s softball game or a stiff penalty for...
2018 Child/Dependent Tax Credit

2018 Child/Dependent Tax Credit

Those of you who know me, know I have four kids.  Those four kids bring my wife and I much joy, constant comedy, some drama and most importantly, the Child Tax Credit.  When I heard that Congress was talking of changing this bill I worried that they would find a way...
There is Still Time!

There is Still Time!

Tax season is upon us. The wonderful time of year where I start running around in a sleep-deprived, frantic hysteria singing ‘It’s the most wonderful time of the year!’ Focusing on preparing client’s w2’s, 1099’s and beginning to prepare tax returns. The time...
The Highly Anticipated Tax Legislation

The Highly Anticipated Tax Legislation

Well, Congress has passed and the President has signed the long awaited Tax Cut and Jobs Act of 2017. There are many changes in this bill that originally set out to simplify the tax code. Unfortunately, much of what has come out about it does anything but that. Below...