Now Available Online – Watch Alex’s Recent Financial Webinars

If you missed any of Alex Oliver’s great webinars this tax season, don’t worry!  We’ve posted recordings of them on our Webinar Library: INVESTMENT VISION FOR 2024 What does the climate look like for investing in 2024? Last year saw a rally in stocks...

Tax FAQs: Per Diem Rates and Sales Tax

Here are some commonly asked tax questions we received lately along with our responses: Q: I’ll be traveling abroad for business soon and want to base my deduction for meals on the Per Diem rates instead of keeping track of all my meal receipts.  Where can I find the...

Planning to Make Any Energy Efficient Home Improvements This Year?

Planning to make some energy efficient home improvements this year?  If so, you have probably heard that doing so provides homeowners with some nice tax credits.  Spoiler alert – like many of our tax rules, figuring out how to maximize these tax credits can be a...

Braving the Seasons of Your Business

By Guest writer Ayla Narayan, Executive Coach, Fortune Management Every year we watch as the seasons come and go. In the northeast, spring brings with it an energy of renewal, washing away the dank cold of winter. We can notice subtle changes with the tiny buds...