by Brandon Dante | Feb 1, 2024 | Tax Tips
Helping you sort it all out! Some things to look for when gathering your documents and what they mean. To ensure individuals properly report all their income, the IRS has an ever-expanding series of information-reporting forms used to advise you and the IRS of your...
by Brandon Dante | Dec 31, 2023 | Business Tips
Complementary Strengths in Teamwork & Collaboration Aligning yourself with people whose strengths offset for your weaknesses is a great way to improve your overall effectiveness and productivity. It is important to recognize your own weaknesses and understand how...
by Brandon Dante | Sep 3, 2023 | Tax Tips
https://booksinbalance.com/wp-content/uploads/2023/09/mistakes-on-your-tax-returns.mp4 Mistakes on your taxes are a lot more common than you probably realize. Here is how to resolve the problem in a timely manner. A previously filed tax return can be fixed or amended...
by Brandon Dante | Apr 19, 2023 | Tax Tips
While some of you may still have not heard of this part of the tax bill, we continue to help our clients navigate their way through it. The 2022-2023 Appropriations Bill (also known as the Omnibus) was released, and it includes a major overhaul called Secure 2.0. This...
by Brandon Dante | Mar 6, 2023 | Tax Tips
The Secure Act 2.0 is a new piece of legislation that builds upon the original Secure Act of 2019. The changes make it easier for individuals to save for retirement, as well as providing incentives for employers to offer retirement plans. It increases the amount of...
by Brandon Dante | Feb 27, 2023 | Business Tips
Complementary Strengths in Teamwork & Collaboration Aligning yourself with people whose strengths offset for your weaknesses is a great way to improve your overall effectiveness and productivity. It is important to recognize your own weaknesses and understand how...
by Brandon Dante | Feb 21, 2023 | Business Tips
You might have a new venture you are beginning, or you have determined this is the right time to restructure your current business, the choices you make will ultimately improve your financial situation or diminish it. You need a trusted advisor that listens to your...
by Brandon Dante | Feb 13, 2023 | Wealth Management
Wealth management is the process of managing an individual’s or a family’s financial assets and affairs, with the goal of achieving their financial objectives. The services provided by a wealth manager can include financial planning, investment management,...
by Brandon Dante | Feb 6, 2023 | Business Tips, Tax Tips
Tax planning and advising is an important aspect of financial planning that helps individuals and businesses minimize their tax liability. A good tax advisor should have a thorough understanding of tax laws and regulations and be able to provide expert advice on how...
by Brandon Dante | Jan 24, 2023 | Uncategorized
There are many investment strategies available, and which one is best for you depends on your individual financial situation and goals. Some popular strategies include: Dollar-cost averaging: Investing a fixed amount of money at regular intervals, regardless of the...
