Did you file your tax return and now wonder when to expect your refund? Check out the Where’s My Refund? web-based tool. If your return was e-filed, you can check its status within 24 hours after the IRS acknowledges receipt of the return. If you filed a paper return, allow four weeks before checking the…
For many businesses, generating financial statements once a year isn’t enough. You may want to engage in “interim” financial reporting to produce insightful information more frequently.
Inflation has some beneficial side effects. One is that the amount of depreciation tax breaks your business can claim has increased for 2023. Here are the rules.
The model in which financial advisors earn income could influence their recommendations, which may impact your return on investments, long-term objectives and portfolio performance.
Divorce can be financially complicated, especially if one or both of the spouses owns a business.
Next year, a new provision kicks in that may allow businesses to help employees in financial emergencies through their retirement plans. Here are the details.
Depending on your medical needs and those of your family, you may have enrolled in a high-deductible health plan that allows you to pay for medical expenses using a health savings account (HSA). Because contributions go into an HSA pre-tax, grow tax-deferred and are distributed tax-free when used for qualifying costs, this option has gained popularity over the last several years.
Once tax season is over, it’s not too uncommon for taxpayers to receive an inquiry letter for more information about…
Business owners: You know how important sales are to meeting your revenue goals and achieving profitability. Be sure you’re optimizing your sales management pipeline.
When spending money personally on behalf of your closely held corporation, you want to ensure the expenses are tax deductible by either you or the business. Here are the key considerations.
As many committed couples are choosing to forgo marriage, it’s becoming more common for wealth advisors to receive questions on the financial planning implications. According to the most recent U.S. Census Bureau’s annual America’s Families and Living Arrangements study, the number of unmarried couples has grown from 4.1% in 2001 to 8% in 2021. Despite this increase,…
Without sound financial guidance, how can you grow, live, and retire well? At Bland Garvey Wealth Advisors, we build a specific plan based on your needs, wants, and wishes so you can have a clear picture of how to reach your goals.
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Going it alone in your money decisions can mean missing out on opportunities. At Bland Garvey, our tax, accounting, and wealth advisor teams provide the financial expertise you need to grow, live, and retire well.
Please fill out this simple form so we can best understand your needs. We’ll reach out shortly to schedule a call with one of the members of our CPA team.
