Blog

C-Corporation

Updated Investor Bulletin: The ABCs of Credit Ratings

The SEC’s Office of Investor Education and Advocacy and Office of Credit Ratings are issuing this Investor Bulletin to educate investors about credit ratings. If you invest in bonds, you have probably come across credit ratings.  Credit ratings usually appear in the form of alphabetical letter grades (for example, ‘AAA’ and ‘BBB’) and are an […]

Stock Market

Trade Stocks For A Living

Do you want to make a living trading stocks? A lot of us fancy the idea of quitting a job and supporting ourselves solely through trading stocks from home. Is it possible? Very much so. It may feel like something that’s far out of our reach, but it is unquestionably obtainable. Free to be your […]

investment strategy

Investing & Trading Dividends

In this short white paper, I will try to answer some of the most common questions I get from both traders (holding some long term positions) and investors.  Most of these questions surround dividends.

Financial Planning

Wealth Management Solutions For Traders

Financial planners for time and eternity have recommended the use of insurance, incorporation and spendthrift trusts as Commonwealth protection strategies.  In the current legal environment, however, insurance may be insufficient because of the prohibitive cost, liberal exclusions, and coverage limits.

Cash Flow Management: the Secret to Success

Cash flow is the lifeblood of any small business. Some business experts even say that a healthy cash flow is more important than your business’s ability to deliver its goods and services.

Warning Scam Alert

IRS Warns of Fake Tax Bill Emails

Numerous reports of scammers sending fraudulent CP2000 Notices for tax-year 2015 have been received by the IRS, resulting in an investigation by the Treasury Inspector General for Tax Administration. The notice relates to the Affordable Care Act (ACA) and requests information regarding 2014 coverage. It also includes a request for payment of unpaid taxes.

Choosing the Right Business Entity

When you decide to start a business, one of the most important decisions you’ll need to make is choosing the right business entity. It’s a decision that impacts many things–from the amount of taxes you pay to how much paperwork you have to deal with and what type of personal liability you face. Forms of […]

recordkeeping

Importance of Monthly Bookkeeping

Every business should keep their books updated on a regular basis. However, many business owners do not have enough time to actually keep their books current. Instead, they wait until the end of the year to pull their records together to give to their tax accountant. This is a mistake. It is essential that businesses […]