For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

4 Year End Tax Strategies for Menard Businesses

Before I dive into some year end tax strategies Menardbusiness owners can and should be making, I want to address some rumors and misinformation about the SALT workarounds that are available to some of our clients (though not all).Essentially, 22 states (as of this...

Succession Planning 101 for Menard Businesses

Whether you’re partial to the Olympics or American football, this past week has brought some great athletic entertainment to many Menard homes and businesses. As we speak, the U.S. has managed to grab 16 medals – 7 of them gold. Among those gold medal winners...

Employee Retention Strategies for Proactive Menard Bosses

Your employees are happy, right? They’re never going to leave you ... right?They’re not looking for another Menard job ... uh ... right?You know what the answers are: Maybe, wrong, and I sure hope not.Sooner or later, the advantage will swing back to you, the boss who...

Business Budget Basics Menard Owners Should Follow

Well, it’s now *officially* spring. Of course, that means the end of those cold winter months and the start of warmer, WINDIER, longer days, but it also means the possibility of disruption and stormy weather (especially in the south last week).And while we sure...

Time Management Software Choices for Menard Businesses

Tax “season” is over – at least for most of us. For all of the tax-exempt organizations out there operating on a calendar year basis, just a little nudge regarding the May 16th filing deadline. We’re here to help.Now, however, despite the relief that comes with the...

Let’s Talk About Your Business…

See, relative to their income, the rich are frugal. They save and invest. They spend less than 65% of their take-home pay on day-to-day expenses.

Jamie R Jacoby’s Tips for Building a Business Emergency Fund

Pretty sure I've said this before.I'll likely say it again, too.If there’s one thing the past year has taught business owners, it’s that the "unexpected" can occur at any time.Managing your Menard business during good times is hard enough; rough times make it all the...

Worker Classification Steps for Menard Businesses in 2022

And the books turn over.As we step over the threshold into 2022, we're all staring at much lower numbers in our P/L's. It's a new slate, and the possibilities are endless.What will you do in 2022? That's the question of the hour ... and it has much less to do with...

The New Stimulus Update and Tax Issues for Menard Filers

The "American Rescue Plan" has been finalized. And there are things about the new stimulus update our Menard clients should know.While I normally write weekly, there is information in this strategy note that you need to know about now that might even impact how you...

Jacoby’s Tips for Successful Mergers and Acquisitions

With the events of the past week and whispers of world war, it’s pretty easy to get caught up in the non-stop fear cycle. Watching a full-scale invasion of Ukraine, anxiously waiting to see if China will invade Taiwan, hearing Turkey issue threats to Russia if they...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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