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Venuti’s 5 SMART Rules to Setting Business Goals

Venuti’s 5 SMART Rules to Setting Business Goals

When I get together with my business owner clients, we try to look at EVERY aspect of their business (not just their books) ... but also what's *behind* the books (marketing, sales, management, etc.). The good news for my business owner clients is that when we put in...

Tax Resolution?

A client of mine is tired of receiving notices from the IRS and would like a final settlement negotiated. What is the first thing that has to be done? The IRS will not finalize a monthly payment plan or accept an offer in compromise or classify a taxpayer's tax...

What to Do with My Self-Directed IRA

Client Question I am leaving my present job in a Fortune 500 company. I want to rollover my entire 401k balance into a Self-Directed IRA. My brother in-law is a Doctor and he recommended that I utilize my Self-Directed IRA to purchase real property and personal...

Have you accepted the New IRS Offer?

Have you accepted the New IRS Offer? If you haven't filed your 2014 tax return for your business or rental properties, you can make an election to make an immediate deduction for the cost of Tangible Property. This election is available for the cost of Tangible...