Millennial Accounting

10/21/2026

Meaningful results take time. Stay focused on planting good habits today, and the rewards will follow.

10/20/2026

Year-end investment planning can make a difference at tax time. Ask your financial advisor and contact this office to discuss whether tax-loss harvesting is appropriate for your situation.

10/19/2026

If you are going through a divorce or recently went through one, watch this video for potential changes to your tax situation.

10/19/2026

Success isn't built all at once—it's built one intentional day at a time. Let today's actions shape tomorrow's opportunities.

10/16/2026

Your story is one of your strongest marketing tools. Let customers get to know the people behind your business.

10/15/2026

Thinking about buying a business? Learn what the numbers can reveal about earnings, cash flow, customers, working capital, taxes, and risk.

Buying a business? Learn what the numbers can reveal about earnings, cash flow, customers, working capital, taxes, and financial risk. Pasted markdown

10/15/2026

Reimbursing employees for business expenses doesn't have to create taxable wages. Learn how accountable plans work, what documentation is required, and why deadlines and recordkeeping matter.

Learn how accountable plans let businesses reimburse employee expenses without creating taxable wages and what IRS requirements must be followed.

10/14/2026

Growth isn't always easy, but the lessons you learn today become the foundation for tomorrow's success.

10/13/2026

Is crowdfunding money taxable? It depends. Personal donations, rewards and equity investments can have very different tax consequences for both organizers and contributors.

Crowdfunding can have unexpected tax consequences. Learn how personal donations, rewards, investments, Form 1099-K, and gift tax rules may apply.

10/13/2026

It's never too early to review your retirement contributions. A few adjustments now could make a meaningful difference at tax time.