Author Archives: Service2Client

Reduce Your Taxes by Putting the Right Assets in Your IRA

Most people know the basic concept that certain types of investment accounts are tax sheltered while others are not. Think 401(k), 403(b), IRA and Rot

No Comments

Defining Burn Rate, Gross Burn and Net Burn

When it comes to any business, but especially for a start-up, it’s essential to determine how long a company can survive before it must declare

No Comments

Part 1: Pre-Retirement Planning Guide

One of the more insightful quotes of baseball great Yogi Berra was, “If you don’t know where you’re going, you’ll end up somep

No Comments

April is Financial Literacy Month: How Much Do You Know?

What started as Youth Financial Literacy Day some years ago is now a monthlong event: Financial Literacy Month. It all started in 2003 when some U.S.

No Comments

Importance of Fostering Digital Trust in Today’s Businesses

Modern business today is dominated by digital transactions and interactions. Businesses are increasingly storing customers’ personal information

No Comments

Funding the Government, Protecting Americans from Misuse of Data, Expanding Internet Access and Improving Recycling

Consolidated Appropriations Act, 2024 (HR 4366) – On March 9, the president signed the latest appropriations bill passed in time to halt a gover

No Comments

Taking a Closer Look at Trial Balances

A trial balance is an accounting tool that helps businesses determine if the double entry accounting system has any mathematical errors. Once the tria

No Comments