Why Write a Business Plan
Writing a business plan does not have to take months, compiling pages and pages of text. You can create a plan in under a month, working at your own pace. Use a presentation format like PowerPoint or Keynote to save time, and make it easier to share.
Taxes and Long Term Care
Long term care expenses can wipe out a person is savings and investments. That is why it is important to consider long term care insurance.
Taxes and the New President
Now that the election is over, some think that 2017 could be one of the most influential tax reform years in history.
3 Financial Tips for the Real World
There are many and varied tips available for anyone looking to educate themselves on what the "experts" recommend when it comes to financial planning. The internet abounds with such tips and advice. However, some of these things are easier said than done, especially when it comes to the workaday world and trying to keep up in an ever-more-volatile economy. Let is take a look at some of these tips, and how they can be applied to the real world.
Finance tips for Small Business
Being an entrepreneur can be a stressful and challenging endeavor but also incredibly exciting and rewarding. There is no end to the many financial, legal, staffing, marketing, and customer issues that will come up as you launch your business.
David Lerner Associates: Who Can Benefit From College Savings Plans?
There are many types of people who can benefit from college savings plans especially parents and grandparents of young children, casual investors, or anyone wanting to transfer wealth to another family member as part of an estate plan.
David Lerner Associates: The Panama Tax Evasion Scandal
Financial news has been abuzz this past week with the revelation of leaked documents, dubbed "The Panama Papers" detailing a network of banks and law firms that help many of the world is most powerful people hide money in offshore accounts, according to a coalition of investigative reporters.
David Lerner Associates: Tax Scams
The IRS recently released its annual list of tax scams. The list reminds tax payers to use caution and avoid becoming victims of fraudulent tax schemes.
David Lerner Associates: Tax Plans and Political Candidates
The political race is heating up as the candidates vie for their party is nomination, and as we head into another tax season, it might be interesting to analyze the various tax proposals that each candidate has on their books. A study by The Tax Policy Center has revealed some key points after looking closely at tax proposals for the candidates.
David Lerner Associates: What to Do With Your Tax Refund
Forty eight million Americans have already received a tax refund from the federal government this year. As tax time approaches, millions more are thinking about what to do with this windfall when it arrives. The latest Bankrate Money Pulse survey shows that there have been some significant changes in what Americans are planning to do with this money this year.