As you are gathering last year’s financial information for taxes – it is a great time to review the results and make resolutions for the upcoming year. It doesn’t matter if you are focused on growth, profitability, or reorganizing the following checklist will provide options to consider.

I’m starting this year out well rested. I can’t believe it, but I am tired of vacation! Never in my life did I think I would feel that. Don’t get me wrong I really enjoyed Kauai in late November and it was really nice spending Christmas with my kids in Texas. However, I am ready to get back to my comfort zone – work! I am recharged and ready for the next few months.

Happy New Year! Take control of your life. Here are 10 things you can do to create a simpler, happier and richer life.

For a business expense to be tax deductible it must be both ordinary and necessary. Expenses that paid for to drum up business have special rules associated with them. Here’s a list of the most common.

As business becomes more complicated and the world keeps moving at a faster pace, your advisors become more critical to your success. They can keep you focused, move you forward and watch for unexpected delays in your future.

Christmas season is a time to share and care with my family, the clients we serve, the staff I work with and others who are important to me. It is a reminder that my goals are not the end all, be all of my life. It is a time for me to reach out. As I reach out to others, both personally and through the business, I keep in mind the five love languages from Gary Chapman. They are…

Tax filing is just around the corner. The impact of the biggest overhaul of the U.S. tax code in three decades has arrived and it will spread far and wide. The Tax Cuts and Jobs Act became law in December 2017.

As Thanksgiving approaches, I focus on the things that I am thankful for –

tarting a business is like jumping off a cliff. Some enjoy the thrill; others face the fear and just do it. However, if that fear becomes too much it can stop the growth or destroy a business owner. As Henry Ford stated “Whether you think you can, or you think you can’t–you’re right.” If you think you will fail – you most likely will.

I am not one who likes scary movies. I think life itself is scary enough. It might be that I find myself in enough uncomfortable situations that I don’t need to go looking for more.