Our Blog and News

This Month’s Posts

New Dental Practice Open Houses

Earlier this year, Andrew Schwartz CPA and Ben Larkin ESQ joined together to open Optimal Practice Transitions LLC (https://www.optimalpracticetransitions.com/), a brokerage for dental practices and other professional practices.  Together they have more than 40 years...

read more

Is your child working a summer job?

Is your child working a summer job?  If so, check out these basic financial planning tips: If you child’s wages will only be a few thousand dollars this summer, most likely he or she will not be subject to federal income taxes. The standard deduction for single filers...

read more

Last Month’s Posts

New Dental Practice Opportunities

Earlier this year, Andrew Schwartz CPA and Ben Larkin ESQ joined together to open Optimal Practice Transitions LLC (https://www.optimalpracticetransitions.com/), a brokerage for dental practices and other professional practices.  Together they have more than 40 years...

read more

ERTC Summary

The Employee Retention Tax Credit (ERTC) has had quite a journey since first being introduced as part of the CARES Act last March.  Originally, business owners who took the PPP Loan weren’t eligible for this valuable payroll tax credit. That all changed in December...

read more

Where’s My Refund?

If you have filed your tax return and are waiting on your refund, you can get an update on the status of the processing of your federal tax return by going to the IRS link: https://www.irs.gov/refunds and clicking on the Check My Refund Status button. Be prepared to...

read more

Posts From Our Professional Network

Create A Winning Plan

Guest Writer Brenda Loan Baker, Executive Coach, Fortune Management Northeast Here we are, the first week of January. The traditional time goals for the new year is upon us! What is the difference between the people who set their goals and reach or surpass them and...

read more

Alex’s Advice Corner – Year end Reminders

From Alex Oliver, CFP, CRPS - Wealth Advisor - First National Corporation With two months to go until 2021, First National Corporation wants to ensure you are doing everything within your financial plan to mitigate taxes. Here are a few quick reminders to consider as...

read more

Jump To:

Subscribe To Our Egrams

* indicates required