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.

Jamie R Jacoby’s Latest Updates on Small Business Tax Deductions

One thing you can expect from me come rain or shine is to keep you in the loop on changes to all things tax-related. This week is no exception.There are some important changes to small business tax deductions rolling out, and not all deductions apply to all Menard...

Jamie R Jacoby, CPA on Managing Small Business Loan Options

The big, emergency SBA loan programs for small businesses (like yours) that were launched (PPP) and expanded (EIDL) over the last couple of years are moving back from the radar or wrapping up.That said, there are still great options for funding your Menard...

What Menard Business Owners Need to Know About Commercial Real Estate Mortgages

Does the thought of paying rent to your commercial landlord for eternity make you cringe?Do you get a little bit of FOMO when you hear stories about other people building empires with real estate?The decision to purchase your own space from which to operate your...

5 Cybersecurity Steps all Menard Business Owners Should Take

From making sure that nobody is doing Zoom calls in their bathrobe to ensuring that work actually gets done on time, you’ve got a few extra things to worry about as a Menard business owner these days.Chief among those new concerns, however, should be...

Big Employee Retention Credit Update For Menard Businesses

With the passage of the American Rescue Plan Act AND the CARES Act, the government is seemingly trying to go "full Oprah" with all of the credits, grants, and such that they are slinging out to Menard small businesses...And while the media headlines are dominated by...

IRS Extends Filing Deadline

The IRS has extended the filing deadline for Texas residents due to the severe winter storm. Tax returns and first quarterly estimates are now due on June 15.  TEXAS — Victims of winter storms that began February 11, 2021 now have until June 15, 2021, to file various...

A Few Helpful Tips for Menard Businesses to Win at Controlling Costs

So ... I'm not sure if you knew this.Apparently, running a business is expensive. And controlling costs can be daunting.But despite whatever you might see from those gurus who are posing by their Lamborghinis in the Facebook ads ... even the leanest Menard businesses...

Why Price Reductions are Bad Positioning for (Almost) Any Business

Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

Thoughts on How Menard Business Owners Can Achieve Business Solvency

With our nation celebrating its 245th birthday on Sunday, and all of this talk about "independence" flying around, I have a question for you -- one that I think you should think hard about:Are you achieving the independence you wanted in your business?As you know,...

Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

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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