Forming an LLC

Let’s discuss LLCs! This is a very common business type but so many people (even those who OWN an LLC) do not actually realize what an LLC is... or what it could be. This is a great

February 5, 2019

Delaware Creates Angel Investor Credit

The Angel Investor Job Creation and Innovation Act created a personal income tax credit for qualified investments in certain Delaware based small businesses. It is a refundable tax credit worth up to 25% of the investment. Qualified

January 8, 2019

Preparing for the Year End

As 2019 is beginning, there are several things clients can do to begin to prepare for the upcoming audit and/ or tax return request lists sent by their accountants.  Sometimes these lists can feel overwhelming and daunting

January 8, 2019

“I am not an Accountant” but you are Responsible for the Accounting

Often times at year end, CPA stress levels begin to escalate because of tax planning, preparation for busy season, as well as what’s to come from analyzing a client’s set of books for the entire year. Our

January 8, 2019

Get tax benefits of Appreciated Stock Donations!

Donating appreciated stock from your investment portfolio instead of cash has two benefits. First, you can claim charitable deductions equal to the stock’s fair market value if you itemize deductions. Second, you can avoid the tax on

December 4, 2018