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Annuities and Taxes
Investment

Annuity Distributions | The Taxes You Need to Know

Although retirement may be a period of carefree relaxation, that doesn’t stop the IRS from mandating that you pay the taxes you owe. With annuities, …

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Lady at Funeral
Finance

Funeral Finances | How to Handle This Difficult Time

Financing a funeral is never fun, whether you are planning for yourself or someone you love who just passed away. The good news is there …

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Investment Income Taxes | What Need to Know
Investment

Investment Income Taxes | What You Need to Know

If you live in Indiana, you’re likely familiar with the general taxation system. That is, if you earn money, you probably owe taxes on it. …

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Ways to Manage a Talent Shortage
Buisness

Top 11 Ways to Manage a Talent Shortage

It is expected that business will boom for many companies after the pandemic has ended. As businesses grow, so will the need for new talent. …

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Casualty, Theft, & Disaster Loss | What Can You Deduct?
Deductions

Casualty, Theft, & Disaster Loss | What Can You Deduct?

Going through a natural disaster is never a good thing, but you might be able to deduct the casualty, theft, and disaster losses you incurred …

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Coping with the Death of a Loved One
Finance

Coping with Death of a Loved One | 5 Financial Tips

There is no doubt about it; coping with the death of a loved one can be hard. Unfortunately, your emotional suffering may not be the …

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Top 10 Retirement Savings Tips You Should Know
Retirement

Top 10 Retirement Savings Tips You Should Know

Retirement planning can be frustrating, scary, and overwhelming. That’s why it’s crucial that you are aware of the best retirement savings tips when planning, investing, …

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Get an IP PIN to Help Stop Identity Thieves
IRS

Get an IP PIN to Help Stop Identity Thieves

Are you worried about identity protection? The IRS IP PIN may be the solution you are looking for! Identity thieves are out there, unfortunately, so …

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Enrolled Agent Representing Client to IRS
IRS

What is an Enrolled Agent? Help with the IRS

In basic terms, an enrolled agent is a very specialized financial advisor who can help with tax issues and is credentialed by the IRS. If …

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Bookkeeper
Bookkeeping

How Can a Bookkeeper Help Your Business?

As a small business owner, you might ask this common question, “Why do I need a bookkeeper?” The financial aspect of operating a business can …

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How to Create a Mileage Log (Your Step-by-Step Guide)
Buisness

How to Create a Mileage Log (Your Step-by-Step Guide)

Fleet management is accompanied by lots of paperwork and may involve Hours of Service (HOS), CDL (Commercial Driving License) licenses, inspections, training, mileage, etc. Due …

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Pension Income and Taxes | How to Correctly Report It
Taxes

Pension Income and Taxes | How to Correctly Report It

If you receive a pension as part of your yearly income, it is essential to know how to report those earnings to the IRS and …

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7 Things the IRS Doesn't Want You To Know cover

7 THINGS THE IRS DOESN'T WANT YOU TO KNOW

Download our guide to ensure you know everything you need to and are prepared to deal with the IRS.