by angieduran | Sep 25, 2023 | Uncategorized
With the escalating cost of health care, many people are looking for a more cost-effective way to pay for it. For eligible individuals, a Health Savings Account (HSA) offers a tax-favorable way to set aside funds (or have an employer do so) to meet future medical...
by angieduran | Sep 18, 2023 | Uncategorized
If your investments have fluctuated wildly this year, you may have already recognized some significant gains and losses. But nothing is decided tax-wise until year end when the final results of your trades will reveal your 2023 tax situation. Here’s what you need to...
by angieduran | Sep 7, 2023 | Uncategorized
Here’s an often-overlooked fact: Meticulous recordkeeping plays a key role in running a successful construction business. Without proper documentation, you’ll likely struggle to support your position if a dispute arises. Worse yet, you may be unable to adequately...
by angieduran | Sep 6, 2023 | Uncategorized
Now that Labor Day has passed, the holidays are just around the corner. Many people may want to make gifts of cash or stock to their loved ones. By properly using the annual exclusion, gifts to family members and loved ones can reduce the size of your taxable estate,...
by angieduran | Sep 5, 2023 | Uncategorized
Construction companies can leverage loans, lines of credit and other such products to help ensure positive cash flow, build creditworthiness and fuel business growth. But the options can seem limitless and overwhelming. Here are seven questions to discuss with your...
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