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 more

Year-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...

read more

Year-end Business Tax Planning

  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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

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...

read more

Document Downloads

Click to download pdfs. 

Document Downloads

Click to download pdfs. 

Verian Record Retention Schedule

Verian Trustee Services