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Shrewd Tax Planning – Individual Retirement Account (IRA)

Posted by on Dec 9, 2015 in Uncategorized | 0 comments

A perceived disadvantage of being self-employed is the absence of an employer-sponsored retirement plan. Did you know that as a self-employed individual you may be able to: Establish an Individual Retirement Plan Make annual contributions to the plan of up to 25% of your W-2 income to a maximum of $53,000 Take 100% of this contribution as a direct business expense (subject to certain stipulations) and by so doing significantly reduce your tax liability Make this contribution up to April 15 of the following year or even later, if you applied for an extension to file, and still be able to take...

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BUSINESS PLAN – IS IT NECESSARY?

Posted by on Aug 8, 2013 in Uncategorized | 0 comments

 Business Plan – Is it necessary? You are bit by the entrepreneurial bug and consumed by the euphoria of a novel idea on how to transform today’s capital (owned, borrowed or…) into tomorrow’s wealth. You have done your due diligence and the verdict is in; it’s a great business idea with a high probability of success. So what is the next step? The classical approach focuses on the development and documenting of a detailed business plan that outlines the entrepreneurial vision while serving as a compass in the capital-to-wealth transformation process....

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ACCOUNTING AND ACCOUNTABILITY

Posted by on Dec 20, 2011 in Uncategorized | 6 comments

 “For LOVE of the GAME” As I pondered the subject of this article, I was drawn to the title of the 1999 movie “For Love of the Game” starring Kevin Costner and Kelly Preston and based on the novel of the same title by Michael Shaara. I further observed that it was by no accident that the words “Love” and “Game” were written in larger fonts than the rest of the title. In all professions, the driving desire to excel and to provide tangible solutions to those being served continues to accentuate the difference between players in a game hoping for the best outcome, and players...

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WHO WE ARE

Posted by on Nov 13, 2011 in slide | 31 comments

WHO WE ARE

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OUR COMMITMENT

Posted by on Nov 12, 2011 in slide | 10 comments

OUR COMMITMENT

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