by Lori Bowden | Oct 3, 2026 | Business, Newsletter, Tax
by Lori Bowden | Oct 1, 2026 | Business, Newsletter, Tax
by Lori Bowden | Sep 4, 2026 | Business, Newsletter, Tax
When customers or others don’t pay what they owe your business, you may be able to claim a bad debt deduction to help offset the financial loss. But it isn’t automatic. Businesses must satisfy specific federal tax rules and maintain adequate records to support the...
by Lori Bowden | Sep 3, 2026 | Business, Individuals, Newsletter, Tax
As the end of 2026 approaches, look beyond investment performance and consider how taxes may affect your overall returns. Although tax considerations generally shouldn’t drive investment decisions, a year-end portfolio review may identify opportunities to reduce your...
by Lori Bowden | Sep 1, 2026 | Business, Newsletter, Tax
One of the most common bookkeeping mistakes business owners make is mixing business and personal finances. Addressing this issue before year end can simplify tax preparation, improve the accuracy of your financial records and help reduce the risk of IRS questions....
