Tag: business adviser

The Tax Cuts & Jobs Act has created new limits on the business meals and entertainment deduction.  This limits the employee meals deduction to 50% and eliminates entertainment deduction entirely. Understandably a hot topic, getting value out of the meals is the subject of this morning’s article published the Journal of Accountancy: 8 Tips For Making the Most of Business Meals https://www.journalofaccountancy.com/newsletters/2019/sep/business-meals.html Their tips for getting the most out of…  Read more

I love what I do, but I also know that it is important to consider my expected lifestyle and cash flow needs once I am retired (is that even an option).  My husband and I are in agreement that an investment in real estate should be considered/included in our portfolio when building your retirement portfolio, if for no other reason than there are benefits of this type of investment for: long…  Read more

“It’s summertime and the livin is easy”, but business is not always so.  Now is a great time to reflect on business challenges; in our office, we view them as opportunities to help create a more successful business. Consider what you’d like to achieve in the next year, 3 years, 5 years or narrow your focus to the next few months.  No matter what, best practices suggest including an exit…  Read more

Have you ever pondered over an issue and felt the stress building up only to find that the solution pops into your head while you are in the shower, on a long walk, or sitting in traffic? I was working with a couple on a retirement and relocation plan. During our discovery session, I could practically feel their stress over some very hard decisions they would need to make over…  Read more

“It’s summertime and the livin is easy”, but business is not always so. Even though your business may be doing well,  now is a good time to evaluate your business processes and reflect on your recent business challenges.  In our office we view challenges as opportunities, we evaluate the “pain points” to create a more successful business model. In this video, I compare my garden to a business and the…  Read more