While Social Security can be an important source of income after you leave the workforce for good, it isn’t without its flaws. Being prepared with a good understanding of the realities of this benefits program, which are discussed below, can help you plan for...
Brian Brammer
Understanding the Infrastructure Bills: How the House Will Fund the $3.5 Trillion Social Policy Plan
Democratic House and Senate leaders recently announced that they’ve devised a framework that will significantly help to pay for the proposed $3.5 trillion human infrastructure bill, which is part of President Biden’s Build Back Better agenda. Here’s what’s included in...
Small Businesses Should Avoid These Mistakes When Trying to Secure Financing
The benefit of funding your business is the opportunity to invest in support and resources, like new technology and new hires, as well as funding payroll, and seemingly limitless opportunities for growth. However, funding your business comes with the potential for...
Get a Complete Picture of Your Company’s Financial Health With These Three Reports
Your business’s financial statements tell you where your money is coming from, where it’s going, how much you have to work with, and how your company manages cash flow. They are helpful for making smart business decisions, and they offer clarity in terms of company...
How Small Businesses Can Promote Long-Term Growth with a Positive Cash-Flow
Cash flow is the money that is moving in and out of your business. Positive cash flow—when more money is coming in than going out—is a sign of financial health and efficient management. While a lack of cash is almost certainly a periodic reality for small businesses,...
Biden Plans to Tax Generational Wealth Transfer Through Unrealized Capital Gains at Death
President Biden’s capital gains tax proposal could be the biggest change to capital gains in nearly a century. His American Families Plan would tax unrealized capital gains at death for unrealized capital gains worth over $1 million ($2 million for married couples)....
Small Business Owners Should Be Aware of These Tax Audit Triggers
Operating a small business is difficult enough without the worry of facing a potential tax audit. Not only can you minimize your risk by filing accurately and on time, but there are some red flags that the IRS looks for when determining who to investigate. Below we’ll...
