Last night I had a call from clients needing help filing their 2023 tax return. “We’re getting close to the deadline and I was hoping you could get my taxes done by April 15th?” In discussing what needed to be done, I discovered that this couple had w-2 income, so of course they […]
I have had several conversations this week with investors who are considering getting into a partnership but were confused as to the best options as far as structuring goes. Option 1, do nothing as far as a legal structure goes and invest as two sole proprietors otherwise known as a general partnership. Operating without any […]
Last week I wrote on article titled “Financial Readiness Checklist: Part 1.” I was inspired by Eric Upchurch in a meeting where Eric described the mission of ADPI and his goals for this community. Eric explained to our team here at NCH how important it is for our military community to be financially ready. Eric […]
Financial Readiness is making sure your “house” is in order. Preparing for the best and preparing for the worst. Investing in real estate or owning a business isn’t complicated, it just needs to be done right. Here’s the Checklist: Revocable Living Trust & Will: We’re all going to die someday, and when the good lord takes […]
About this time of the year, you’re getting your w-2’s and 1099’s in the mail. I’ve got some pointers for you to choose the right CPA. If you’re a w-2 employee, own your own home, have children, go ahead use H&R Block or TurboTax. However, if you have rental properties and/or business activity, hire a […]
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