Stay a Step Ahead™ is a monthly newsletter offering readers helpful tax tips, and financial outlooks. Each issue features supportive topics in compliance, planning, and consulting, as well as feature articles on savings strategies, the job market, and retirement.

Stay a Step Ahead – Now's the Time to Organize Your Tax Records...

Nov 20, 2018

Now’s the Time to Organize Your Tax Records The period between filing last year’s tax return and this year’s return is the perfect time to organize your tax records. Granted, it may not be something most taxpayers relish doing. But ...

Explore

Stay a Step Ahead - IRS Issues New Proposal That Could End SALT Cap Workarounds...

Oct 17, 2018

IRS Issues New Proposal That Could End SALT Cap Workarounds One of the changes brought about by The Tax Cuts and Jobs Act was a cap that was placed on the state and local tax (SALT) deduction. Under the new tax laws, filers can now only claim up to $ ...

Explore

Stay a Step Ahead - What Cryptocurrency Could Mean for Your Business and more...

Sep 20, 2018

What Cryptocurrency Could Mean for Your Business As cryptocurrencies evolve and their number expands, consumers, businesses and investors are examining the best way to integrate cryptocurrency use into their operational strategies. How can you determ ...

Explore

Stay a Step Ahead – Proposed New Regulations, Tax Reporting, Deadlines, and More…

Aug 22, 2018

IRS Proposes New Regulation on Qualified Business Income The Tax Cuts and Jobs Act, has brought with it many changes that impact business owners. One significant change created by the Act is the new 199A qualified business income (QBI) deduction. QBI ...

Explore

Stay a Step Ahead - Tax Scams, Interest Rates, and More...

Jul 18, 2018

SCOTUS Clears Way for States to Impose Sales Tax on Online Purchases In a 5-4 decision, in the case of South Dakota v. Wayfair, the Supreme Court has ruled to overturn a previous decision that had barred states from forcing online retailers from coll ...

Explore

Stay a Step Ahead - Implement a Bucket Plan to Help Reduce Market Impact on Retirement Funds

Jun 20, 2018

Webinar on Demand: Blockchain – What Business Professionals Need to Know What is Blockchain and how can it impact our everyday business community? Will it bring radical change? Are there security issues? You’ll learn how Blockchain is revolutioni ...

Explore