

Self Employed Business Deduction Quick Reference
With several new self-employed clients this year I have been having the business expenses conversation with some frequency while preparing their tax returns for the first time. To help clients get a head start, I put together the following quick reference and figured I would post it for other business owners to use similarly. It is not intended to be a comprehensive list and you should consult your tax advisor and all of that other fun disclaimer stuff. Startup Expenses Marke


How to Choose a Financial Planner Using the Advice of Warren Buffet
A famous quote from Warren Buffet goes, “Price is what you pay, value is what you get.” Ascertaining price, and what you get for that price, when looking for a financial advisor is as difficult as any purchase I can think of. One would think a logical place to start is a provider’s title. After all, a Lawyer practices law, and an Accountant does accounting. However, unlike many other industries, “professionals” in financial services can call themselves virtually anything unde