Posted in Banking, Investors, Capital, Finance, Accounting, and Taxes, Legal
on February 28, 2020
When asked why he robbed banks, Willie Sutton is rumored to have said, “Because that’s where the money is.” Why do scam artists target older adults? They have the money; tend to be more trusting and many seniors are not experts with the technology in their phones and computers. You probably know of the Nigerian […]
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Posted in Banking, Investors, Capital, Business Planning, Finance, Accounting, and Taxes, Financial Planning
on February 20, 2014
By: Sherri A. Roseen, CPA, CGMA, Froehling Anderson, Ltd We hear the phrase “best practices” throughout the business world in many different situations. Working with your CPA and banker is no different. Here are four best practices to help strengthen your relationship and your business: Keep Your Advisors Updated Keep your advisors in the loop on […]
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Posted in Banking, Investors, Capital, Business Planning, Finance, Accounting, and Taxes, Financial Planning, Legal
on February 20, 2014
by Eric Nelsen This is a pivotal year in terms of tax law changes, specifically for business owners and taxpayers at the higher income levels. The 2013 tax changes will undoubtedly result in an increase in overall tax liabilities for individuals in the upper income brackets. This is why it’s going to be even […]
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