What they didn’t tell you about THE Paycheck Protection Program and Taxation Forgiveness.
Hey everyone. it's December 1st we're doing a ton of tax planning for our business clients. One of the things that comes up every single time is the forgiveness of the ppp loan. Back in April-May- June the government was giving out ppp loans based off your prior...
I Can’t Do Your Root Canal, But I Can Do Your Accounting
Well, I Can't do a Root Canal… The other day a dentist came to meet with me regarding a payroll issue. He was visibly upset with himself and said he felt stupid for messing it up. My natural response was "Well, I can't do a Root canal." I caught myself off guard...
Roth Conversion Frequently Asked Questions & Answers From A CPA
Hey everyone Chad here. My last video on roth conversions got a bunch of questions from you guys. I had messages, texts, emails and some phone calls. So, I wanted to take some of those questions and I wanted to kind of take the top three four questions and answer...
Tax Planning Advice
Hey everyone Chad here. It's a well-known fact that tax season and tax appointments are some people's worst time of the year. But, not for me in my mind it's the most wonderful time of the year. I love it. A couple years ago I met with a client for the first...
ROTH Conversions
All right couple things real quick: One—I suck at editing videos, so we’re just gonna roll with this and if I mess up, I mess up. Two—I need a haircut and I apologize. I know I look pretty shaggy right now. All right three—one of the big things...
Extension Over; October 15th Due Date
This year’s tax season has been a lot like that movie ‘The Never-Ending Story’. It goes on forever, I have no idea what is going on, and halfway through I want it to end. We will most assuredly be talking about this year and using it as a benchmark for miserable for...
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
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
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 missing a...
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...