Blog
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Travel is Back!
Question of the Week Travel is Back! Happy Friday all! It my conversations with clients this week, it seems that a lot of you are feeling some hope around getting… -
Why Running A Business Mostly Sucks
Question of the Week Why Running A Business Mostly Sucks Happy Friday Everyone! This week we dropped another great episode of the Mission Driven Business podcast. I talk with Pamela… -
Incorporating Sustainable Investing Into Your Portfolio
Question of the Week Incorporating Sustainable Investing Into Your Portfolio Happy Friday Everyone! I’m finding now more than ever that clients want to incorporate their values into their investing portfolio.… -
More Tax News
Question of the Week More Tax News Happy Friday all! As if there weren’t already enough tax news these past couple of weeks, here is a couple of more things… -
Taking The Entrepreneurship Leap
Question of the Week Taking The Entrepreneurship Leap Happy Friday all! I dropped another podcast episode this week and want to share it with you. I talked with friend and… -
Some Important Tax News
Question of the Week Some Important Tax News Happy Friday all! Lots and lots of tax news lately and I want to keep you up to date. The new tax… -
Should I make an S-Corp Election?
Question of the Week Should I make an S-Corp Election? Happy Friday all! The first tax deadline for S-Corporations and Partnerships is next week, and I’m fielding a lot of… -
I started a podcast!
Question of the Week I started a podcast! Happy Friday all! I have some exciting news to share on my end. I’ve started a podcast! It’s been in the works… -
PPP Revamped to Benefit Smallest Businesses
Question of the Week PPP Revamped to Benefit Smallest Businesses Happy Friday everyone! If you own one of the nation’s smallest businesses—say a sole proprietorship or a firm with only… -
Fighting Pandemic Fatigue
Question of the Week Fighting Pandemic Fatigue Happy Friday everyone! Recently, I’ve been talking with a lot of clients who have hit the pandemic wall. They’re irritable, frustrated, and exhausted… -
8 Tips for the Start of Tax Season
Question of the Week 8 Tips for the Start of Tax Season Happy Friday everyone! Tax Season 2021 officially opens today. It’s a couple of weeks later than normal,… -
Impact Investing With Community Development Financial Institutions (CDFIs)
Question of the Week Impact Investing With Community Development Financial Institutions (CDFIs) Happy Friday everyone! The current political and economic climate has focused attention on values, leading more organization, advisors… -
What is Form 1099-NEC?
Question of the Week What is Form 1099-NEC? Happy Friday all! We are barreling toward the end of the month and the next big tax deadline. And while filing season…