Money Day and Credit

Friday is Money Day. Today as I sit with my money and think about Angela Bessard’s fabulous presentation at our monthly webinar yesterday about managing your credit, I realize that I have not been actively managing my credit cards. Angela recommends having 3...

Tax dealine is one week away

The 2019 individual income tax filing deadline is October 15th, just one week away. There is no further extension. This is it. If you have not yet filed your 2019 taxes, I recommend you do that as soon as possible. Most traditional tax firms are probably at capacity...

Overpaid taxes by $37,000

Are you still insisting on doing your own bookkeeping? We are in the middle of unraveling a tax mess for a client who did her own bookkeeping, Her revenue included duplicated invoices and payments so that her taxable income as reflected was 30% more than it should...

Reviewed your credit report lately?

When last did you review your credit report? Part of managing your money, is actively and purposefully managing your credit. We receive so many credit related questions from clients so this month we are welcoming Angela Bessard, CEO of Conquer your Credit, to our...

PPP Forgiveness coming soon

Have you submitted your PPP forgiveness paperwork yet? I have been waiting to see if Congress would waive paperwork and automatically forgive PPP loans that were below $150,000. Now this seems unlikely so time to start gathering documents for submission. The best...

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