In this announcement of my new website at www.smtcpapllc.com, I want to let you know what’s available and how to navigate! Please spend some time browsing through the new website, as I think you will find it to be a comprehensive resource for gaining knowledge about various aspects of your financial life.
Business Part II of my Business Owner Checklist describes 7-10, along with a P.S. of the components that I believe are essential for business owners to have in place to be positioned for success and growth. I wrote about the first 6 last time (click here to read it). Part II also incorporates references to professionals that I trust.
Business What components are essential for business owners to be positioned for success and growth? Part I highlights the first 6 of ten such items that I have found to be fundamental, during my 20+ years of working with business owners. I have also incorporated references to professionals that I trust to assist my clients with these key areas.
To many, it would seem like the watershed event that propelled me on the path to financial planning was actually at the end of my career—the first one that is. It was 1993, and I was an employee of IBM, which was in the process of downsizing. Many employees were being offered attractive early retirement packages. With 20 years of service behind me, I jumped at the chance to move my career in a different direction.
With the ever-changing landscape of taxes, it is growing increasingly difficult to quantify how governmental laws and regulations affect people’s lives and impact their financial future. As a CPA and financial advisor, I have many tools and resources at my disposal to meet the unique needs of my clients. One such tool is the 1040 Analyst, a sophisticated software program that automatically analyzes the IRS Form 1040 Individual Income Tax Return.