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View More PostsHelp Prevent Financial Scams Aimed at Older People
In any season, scam artists are seeking new ways to steal financial data and money from vulnerable people. Such fraudulent activities often target older adults. Here are three ways to… Read More
Does the Corporate Transparency Act Apply to Your Business?
Under the Corporate Transparency Act (CTA), many businesses are subject to new reporting requirements that went into effect on January 1, 2024. That means certain companies are required to provide… Read More
Utah’s Greatest Parks Part 1
My wife and I have always had the Utah parks on our “to do bucket list”, and this past spring we filled the bucket to the brim. We spent nine… Read More
Preparing Kids/Teens for Sports Tryouts and the Outcomes
With the spring season for youth sports and the school year getting close to wrapping up, kids and teens are getting ready for some impending changes in routine. In addition,… Read More
What to Do if Your Business’s Data Security Is Breached
Most businesses store sensitive information about employees and customers, such as names, addresses, Social Security numbers (SSNs), banking information and more. If lost or stolen, this data could put individuals… Read More
To Get an “Early” Refund, Adjust Your Withholding
If you received a large refund this year, you may want to adjust your withholding. Each year, millions of taxpayers claim an income tax refund. To be sure, receiving a… Read More
Getting Ready for Summer with Kids
At this point in May, summer break from school is just around the corner. For many kids, this is an exciting time with anticipation of summer and fun activities ahead.… Read More
The Advantages of Hiring Your Minor Children for Summer Jobs
If you’re a small-business owner and you hire your children this summer, you may be able to secure tax breaks and other nontax benefits. The kids can gain bona fide… Read More
Ukraine War SitRep, Part 3
Last month I provided a Situation Report (SitRep) on the Ukraine war in the areas of geography; air; sea; cyber/comms; information; infrastructure/petro; and economic warfare. This month I will analyze… Read More
Are You Prepared For The Tax Cuts and Jobs Act (TCJA) Sunset?
The Tax Cuts and Jobs Act (TCJA) of 2017 brought about significant changes to the United States tax system, impacting individuals, families, and businesses alike. However, it’s crucial to recognize… Read More
Payable-on-Death Accounts: Beneficial Tools if Used Correctly
Payable-on-death (POD) accounts can be a quick, simple and inexpensive way to transfer assets outside of probate. They can be used for bank or credit union accounts, certificates of deposit… Read More
Tax Records: What Can You Toss and What Should You Keep?
Generally, the IRS has three years to audit a tax return, from the later of the due date of the return or the date you file. You can also file… Read More