by Sarah Stapley | Oct 14, 2021 | Accounting, Planning, Taxes
As we approach the holidays and the end of the year, many people may want to make gifts of cash or stock to their loved ones. By properly using the annual exclusion, gifts to family members and loved ones can reduce the size of your taxable estate, within generous...
by Sarah Stapley | Sep 30, 2021 | Accounting, Business, Planning, Savings
If your child is fortunate enough to be awarded a scholarship, you may wonder about the tax implications. Fortunately, scholarships (and fellowships) are generally tax free for students at elementary, middle and high schools, as well as those attending college,...
by bookworm | Sep 10, 2021 | Accounting, Business, Planning, Savings
The Steps to Preparing A Financial Plan for Your Future If you want to be sure that your future is secure, then you need a financial plan. There are plenty of unforeseen events that could disrupt your finances, but with some good planning, you can minimize and...
by RUSSELL JONES | Jul 21, 2021 | Accounting, Business, Planning, Tips
What Do You Need To Set Up With An Accountant? If you’re starting a business, setting up for accounting is a good idea. Financial problems are one of the top four most common reasons why businesses fail, along with bad planning, poor management, and marketing mishaps....
by bookworm | Jul 31, 2019 | Planning, Taxes, Tips
Marriage brings on many new and exciting changes. I personally wouldn’t know, but I’ve heard a few things from friends and family. Here are a few tips on how to stay ahead with a change in marital status. Check your withholding at the beginning of each year or when...
by bookworm | Mar 13, 2019 | holiday, Planning, Taxes
It’s Spring Break time, and it sounds like we all need it. USU has theirs this week and the high schools have theirs within the next month, which means campus is empty, airports are packed, flight ticket prices are up, and there’s a party every night. For anyone...
