by candy | Jan 23, 2025 | Taxes
If you’re nearing retirement or managing retirement accounts, understanding Required Minimum Distributions (RMDs) is essential. Recent updates, including changes from the SECURE 2.0 Act, have shifted the timeline and rules for these mandatory withdrawals. Here’s a...
by candy | Jan 22, 2025 | Podcast
Unlock your business potential with financial clarity! 🚀 Tate Kerst and Ben Mossman share strategies for financial planning and success. 💡 #FinancialFreedom #Entrepreneurship #BusinessGrowth #MoneyMatters Key Notes Financial ratios can reveal when to hire or...
by candy | Jan 20, 2025 | Business
A buy-sell agreement is essential for smooth transitions and protecting ownership interests if your business has multiple owners. A well-structured buy-sell agreement can: Ensure liquidity in your ownership interest, Control changes in ownership, and Avoid IRS...
by candy | Jan 17, 2025 | Podcast
💼 Is your business ready to level up its retirement benefits? Discover how to align employee plans with financial goals and stay compliant with evolving laws. #RetirementPlanning #BusinessSuccess #401kTips Key Notes Employee retirement plans can boost...
by candy | Jan 16, 2025 | Bookkeeping
Are you a self-employed freelance worker who received a 1099 through the Quickbooks contractor portal? This month, the Contractor Portal experience will migrate from QuickBooks Self-Employed (QBSE) to QuickBooks Money. This migration affects the following features...