4 Ways To Avoid a Tax Audit

Sunny/ October 29, 2018/ Taxes/

As a small business owner, one of the scariest words you can hear is “audit”. First, there is the initial stress of potential penalties and fees to contend with, but the idea of having to go back through all of your finances from the past year is the real nightmare. In general, the less you have to deal with the

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3 Tax Tips for Self-Employed Individuals

Sunny/ September 25, 2018/ Taxes/

Being self-employed provides a freedom and flexibility that attracts entrepreneurs from all different types of businesses. On the flip side, one of the great challenges of being self-employed is dealing with your own tax reporting and payments. Not having an employer pay for half of your tax liability is a major detriment for a great deal of potential entrepreneurs who

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Tax Planning: The Ultimate Time Saver

Sunny/ August 29, 2018/ Blog, Taxes/

As a small business owner, do taxes cause you anxiety come April? Tax planning may seem out of the question, but in reality there are many ways to make your tax filing easier by implementing a few small, pre-planning processes throughout the year. Being proactive can save time, and can also be a great tool for the financial planning of

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Divorce Book Club

Sunny/ August 1, 2018/ Collaborative Divorce/

There is a wealth of information out there surrounding divorce. And while there are no shortage of self-help books to get you through the emotional hard times, we wanted to place a spotlight on those resources that focus on the practical, financial aspect of divorce. Below you will find our top picks for books focusing on the bottom line of

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Avoiding Bankruptcy After A Divorce

Sunny/ June 27, 2018/ Collaborative Divorce/

Divorce is a major financial challenge for any individual, regardless of their situation. In some cases, however, it can leave a person financially ruined- it’s not uncommon to hear of divorcées having to file for bankruptcy in an attempt to start over and recoup their losses. While your lawyer or financial advisor should be able to provide you with information

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CDFA: The Biggest Divorce Asset You’ve Never Heard Of

Sunny/ May 30, 2018/ Collaborative Divorce/

Have you heard the term CDFA before? No, not the California Department of Food & Agriculture… we’re talking about Certified Divorce Financial Analysts. A CDFA is one of the biggest assets you have never heard of, and quite possibly never knew you needed, in your legal separation. While the position is relatively new, it is an invaluable resource that can

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Retirement Planning After A Divorce

Sunny/ May 10, 2018/ Blog, Collaborative Divorce/

The division of assets is a major concern for both parties going through a divorce. Often times, partners work together towards common financial goals, but that doesn’t always mean the contributions are equal. One of the more cumbersome assets to divide in the course of a divorce are retirement savings accounts. This is for several reasons: usually this is the

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Starting Your Own Small Business? Here’s The Top 10 Things You NEED To Know.

Sunny/ February 27, 2018/ Taxes/

Starting your own small business can be as exciting as it is terrifying. Most times entrepreneurs are taking a big leap of faith by going out on their own, putting their dreams, and finances, on the line. One of the most intimidating parts of starting a business is knowing what to do legally and financially. Being sure you have the

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20 Tax Write Offs & Credits You Didn’t Know You Could Claim for 2017

Sunny/ January 30, 2018/ Blog, Taxes/

Filing your taxes can feel like a daunting task. It’s easy to get lost in a sea of information about rules, loopholes, penalties, deductions—most people would prefer to just get it over with, rather than sift through all of the possible deductions and credits that they could claim. In the end, this only amounts to greater losses for the individual,

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