Resources & Insights from the Verian Team.
Credit Card Management
Seasonal Spender or Credit Card Addict? December 13, 2018 It's not a big surprise if you find yourself reaching for your credit card more often around the holidays. The National Retail Federation is projecting that consumers plan to spend an average of $1,007 on...
read moreYear-end Individual Tax Planning
2018 Tax Planning for Businesses Expert Advice from Tax Partner, Karen DelleSite December 4, 2018 2018 Year End Tax Planning for Individuals Year-end Planning Tips to Take Advantage of the Tax Law Change Expert Advice from Tax Partner, Karen Delle Site We have...
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2018 Tax Planning for Businesses Expert Advice from Tax Partner, Karen DelleSite December 4, 2018 2018 Year End Tax Planning for Businesses "This is my favorite time of year because I can help our business clients plan for their future. Give us a call to discuss...
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Self Employed Advantages
Self-employed Tax Breaks November 29, 2018 When it comes to taxes, being self-employed has some advantages. Whether you work for yourself on a full-time basis or just do a little moonlighting on the side, the government has provided you with a variety of tax...
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Year End Investment Moves
Year End Investment Moves November 9, 2018 As year-end approaches, take a closer look at your investment portfolio. There may be some tax-saving strategies worth considering. Check out the following areas: Wash Sales. Thinking of selling a security before Dec. 31...
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Big Business Competition
Small Businesses: How to Compete Against the Big Guys November 14, 2018 When big-box stores come to town, how can a small business successfully compete? That's a tough question. While one answer doesn't fit all cases, certain strategies have proven effective for...
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Fiduciary Services
Alleviate delicate family matters with qualified help.
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Banking Trends
How to Survive 3 Unavoidable Banking Trends November 7, 2018 Smartphones and other technological advances enable banks to create products and services that dramatically change the way you bank. Here is a primer on three of the biggest banking trends and tips to...
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Year End Tax Essentials
5 Year End Tax Essentials November 1, 2018 Mark your calendar to review these essential items each year to ensure you are not missing something that could cause tax trouble when you file your tax return: Required Minimum Distributions If you are 70½ or older, you...
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Protect Your Privacy
Protect Your Privacy October 16, 2018 Do you use a smart phone, tablet or desktop computer to connect with friends and make purchases, as well as share health concerns with your doctor? If so, your privacy may be at risk. Companies called "data brokers" routinely...
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Financial Stress
Tips to Relieve Financial Stress October 10, 2018 Because financial stress is a normal part of life for most people, learning to cope with money worries is important — vital, in fact — for maintaining positive relationships, job productivity and personal health. If...
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Minimize Your Taxes
Minimize Your Taxes Launch a Tax Strategy October 1, 2018 Consider conducting a final tax planning review now to see if you can still take actions to minimize your taxes this year. Here are some ideas to get you started. Assess Your Income. Begin by determining how...
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Tax Changes You Need to Know : Education
Tax Changes You Need to Know In Education September 24, 2018 As students gear up to head back to school, there are some changes to education deductions that could save or cost you more in taxes and even raise college tuition costs. Here is what you need to know to...
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Charitable Taxable Work
Minimize Your Tax Bill with Your Charitable Work September 20, 2018 How To Get A Tax Break If you do volunteer work for a charitable organization and have not kept track of your out-of-pocket expenses, you might be passing up an excellent opportunity to lower your...
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Large-scale tax change – tax surprise
Is a Tax Surprise Waiting for You? September 12, 2018 Often lost in the excitement of large-scale tax change is how they can negatively impact some individual situations. Check out the questions below to see if you might be in for a tax surprise this year. Will You...
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Succession Planning
Succession Planning for Business Owners September 28, 2018 Succession planning is very important for business owners, especially those with a family-owned business. Before you sit down with your tax and legal advisors to draw up a succession plan, you should think...
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Keep the Right Records for Tax Purposes
Record Keeping for Tax Purposes September 18, 2018 Tax law change can be good — but it can also be messy. Make sure you're keeping track of everything you need for the 2018 tax season (and beyond) using these pro-approved tips: 1. Create A Separate Bank Account For...
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Improve Your Credit Score
Give Your Credit Score a Boost September 6, 2018 Your credit score is one of the most important aspects of your financial health. It is used by potential lenders, landlords and even employers to analyze your financial situation in one way or another. Here are some...
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Ideas to Improve Your Financial Health
Ideas to Improve Your Financial Health August 6, 2018 1. Create a safety net. Plan to have a minimum savings balance to cover at least three months' of expenses (ideally, this should be six to 12 months). If your reserves are light, start saving now. Even if it is...
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Student Loan Forgiveness Creates New Tax Trap
Student Loan Forgiveness Creates New Tax Trap August 24, 2018 The Debt Forgiveness Program Dilemma To combat the hardship of high student loan debt, a popular new repayment option is the income-based repayment plan. These plans limit monthly payment amounts to a...
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Manage Capital Gains Tax Tips
Manage Capital Gains Tax Tips August 14, 2018 Understand Capital Gains and Their Taxability. Capital gains are recognized when you sell a capital asset for more than your basis in that asset. Capital assets are typically something of value like your home, a car and...
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Setting up Your Business Accounting System
Setting Up Your Business Accounting System August 8, 2018 Consider Business Entity. Choosing the right legal and tax entity for your business is important. Consult experts to discuss your options. On the tax side, sole proprietors use a Form 1040 Schedule C to...
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Supreme Court Ruling Complicates Sales Tax
Supreme Court Ruling Complicates Sales Tax August 1, 2018 The U.S. Supreme Court issued a ruling in the South Dakota vs Wayfair case that opens the door for states to impose sales tax on sellers outside their borders. The case highlights a new standard of business...
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Five Tax Breaks for New Parents
Five Tax Breaks for New Parents July 12, 2018 New parents have their work cut out for them. Not only are they dealing with lost sleep, they also face the extra cost of raising a child. At least there are a lot of potential tax breaks available to them. Check out...
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Elements of a good business partnership
Elements of a Good Business Partnership July 16, 2018 Like a bundle of sticks, good business partners support each other and are less likely to crack under strain together than on their own. In fact, companies with multiple owners have a stronger chance of...
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