Tax Day: The deadline to file your 2021 taxes is April 18th. I am sure that everyone gathered all your tax related documents and provide them to your Certified Public Accountants as soon as feasibly possible. Wink wink. Once the tax forms are prepared and received...
The more you can be proactive about gathering the items and reviewing them when they come in the better prepared you will be when it is time to pass the information and the forms to your tax professional. You have probably started getting 1099s of various types for...
It’s not unusual to have prospects and clients alike assume that I am a bookkeeper. It’s easy for other professionals to put me in the bookkeeper “box” too. People have a place in their mental mind map for a bookkeeper, but they may never have heard of a daily money...
June, the midpoint of the year, is a great month to review your annual spending plan and make adjustments as needed. This will ensure that you have the necessary funds for vacations and other summertime activities. In addition to your monthly budget items, seasonal...
On February 12, Elizabeth Zeldes, CPA, CDMM spoke to over a hundred Wellthy.com care managers, coordinators and associates on “Navigating the Money Maze for Older Adults and Their Families”, including a dozen financial tools and how daily money managers can...
