Image by kalhh from Pixabay Beneficial Ownership Information (BOI) reporting took effect January 1, 2024. This has been a topic of interest over the past month during meetings I’ve attended. News update, as of December 3rd the U.S. District Court for the Eastern District of Texas granted a nationwide preliminary injunction blocking enforcement of the […]
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What in the heck does “fund” a Trust even mean? When I first heard this term years back it confused me. Let me attempt to describe this in layperson terms 🌞 FYI, there are times when having a trust can give you a false sense of security. Having a trust is one thing, funding a
September is here! There are 121 days from September 1st and December 31st – where has the year gone?! September transitions us from summer to autumn. September is also National Preparedness month. Here are some important highlights for you to be prepared! ready.gov/september National Preparedness Month The 2023 Ready Campaign’s theme this year is “Take
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Know your numbers is a saying we hear often! Personal finances and business finances are what keep the wheels turning day in and day out 😉 This Advisory Perspective Series post is for anyone and everyone who keeps books and especially for those using QuickBooks Online! It is a pleasure to feature Debbi Allison, the
Open enrollment for 2023 is coming up before you know it! Healthcare coverage is a hot topic across the country. Begin planning now to ensure a smooth process for everyone. For businesses, this is the time for your budgeting and discussions with benefits providers about healthcare and other benefits for your employees. For employees, seek
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Cyber Guidance for Small Businesses these days is so important! You’ve seen me reference cyber issues frequently here. This week there was an update provided by CISA (Cybersecurity & Infrastructure Agency) I want to share. For those who don’t know me, contingency planning is my thing! When it’s time for you to focus on practical
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In the fall of 2021, the FTC issued a new policy statement pertaining to subscription offers, automatic renewals and negative option marketing. This seems to have fallen “under the radar” and I want to make sure you are aware! Automatic Renewals Automatic renewals and subscription models are used throughout the US in daily life. You
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Happy May Day! A ritual in many parts of the world, May Day activities include maypole festivities, picking flowers and dropping them off for neighbors. Picking lilies of the valley was popular where I grew up 🙂 What are your favorite May Day activities? History.com reminds us that May Day has to do with the
As we explore the human aspect of work, let me remind you that today in the US, we “spring ahead”! Yes, it is that day of the year when an hour of our day goes “poof”! Happy Sunday! One Size Does Not Fit All Two years ago, we learned of a global pandemic. This pandemic
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Heads up! If you missed it, there is a new 1099 IRS Rule for PayPal, Venmo and CashApp transactions starting in tax year 2022. This rule impacts small businesses and self-employed people. Reading an article covering this information in Entrepreneur.com this week, I was reminded how important it is to stay alert and start documenting
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