Author: Todd Mizer
Sep 19, 2019
Should I Make A Big Purchase To Cut Taxes?
How A Well-Maintained Balance Sheet Can Help You Decide This can be a hectic time for you as you work to close the books on the previous year while strategically plan for the year ahead. For me, this is the time of year I find myself fielding questions from clients who want to know if … Continued
Mar 2, 2018
Did Charitable Giving Just Get More Expensive For Donors?
Find out why there's been some alarm in the charitable community about the impact of the “Tax Reform Act” on charitable giving.
Apr 27, 2016
Missing The Motivation To Lead?
While your nonprofit's board of directors are likely passionate about your organization, getting them motivated to actively champion your mission, solicit sponsorships, and promote the nonprofit’s initiatives can be a difficult task. Read on for tips to help supercharge your board.
Jan 20, 2015
Protect Your Business From The Inevitable With A Buy-Sell Agreement
As a business owner, you’ve probably heard the phrase: “buy-sell agreement.” But did you know that if you don’t have one you may be putting you and your family in a challenging situation if something unexpected happens to you or a business partner. There are many reasons to put a buy-sell agreement in place, especially … Continued
Dec 2, 2014
Keeping Receipts Doesn’t Make You A Hoarder
If you’re a business owner, you probably have formal procedures in place for keeping records of business-related expenses and payments. Bonus points if you even have a record retention policy that outlines when certain documents can be purged from your files and destroyed. Many owners, however, aren’t always so diligent about hanging on to their … Continued
Jul 9, 2013
Understanding the Importance of GAAP
You’ve probably heard the phrase “It’s Greek to me,” or maybe you’ve even used it. The meaning is generally obvious, but why do we say this? It may be a direct translation of a similar phrase in Latin: “Graecum est; non legitur” (“it is Greek, [therefore] it cannot be read”). The accounting profession must have … Continued
Feb 13, 2013
Old MacDonald Had a Farm… and Income… and Loss
Most people have become pretty familiar with the concept of long-term capital gains (and for the past few years, qualified dividend income) and how they are subject to favorable federal income tax treatment compared to other types of income. But many people have a hard time grasping how different types of activities can impact the … Continued