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Don’t Take A Number

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Learning Center

A midyear review should go beyond financials

  • July 19th, 2018

Every year is a journey for a business. You begin with a set of objectives for the months ahead, probably encounter a few bumps along the way and, hopefully, reach your destination with some success and a few lessons learned. The middle of the year is the perfect time to stop for a breather. A…

The Quill is Gone – Supreme Court Decision Overturns Physical Presence Standard

  • July 3rd, 2018

7/3/2018 Robert Justice, CPA summarizes The Wayfair decision and the initial guidance from the Texas State Comptroller. Since the Supreme Court’s 1992 decision in Quill v. North Dakota, sellers have not been required to collect sales tax from customers unless the seller had a physical presence within the state where the product was to be delivered.  On June…

The Financial Perils of Old Age

  • June 14th, 2018

Failing to properly plan for the costs associated with aging can have dire consequences for the retirement you envision. Larry Swedroe unpacks a resource to help investors navigate the many financial aspects of elder and long-term care. In planning for retirement, most people—and their advisors—consider issues such as: How much savings will be needed to…

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