If you are a sole proprietor or a small business owner, you understand better than anyone just how many different hats you must wear throughout …
Are All Entertainment & Business Meal Deductions Gone?
Wining and dining clients, prospects and business contacts has been, and continues to be, a great way to grow your business and build valuable business …
Avoid An Underpayment Penalty: Don’t Be Blindsided by a Higher Tax Liability
The Tax Cuts and Jobs Act has lowered the amount of money that most Americans owe in taxes. Because of this, the IRS has changed …
Financial Planning for Millennials | Where To Start, and How To Secure Your Future
While the future might seem far away and your student debt insurmountable, the sooner you begin preparing for your future, the happier you’ll be. What …
Is the Past Week’s Market Volatility a Signal to Sell? [October, 2018]
During last week’s stock market sell-off, we saw a 5%, two-day drop in the S&P 500 index. But is this cause for long-term investor concern? …
Compound Interest: The Proven Investment Strategy [VIDEO]
This video on compound interest was taken from our course: “The Step-by-step Guide to Your 401k Plan.” We hope it’s helpful! *Return information sourced from …
How To Protect Yourself from Becoming the Next Victim of a Ponzi Scheme
Recent years have seen the emergence of financial fraud as a leading threat to investor confidence in the US financial system. These frauds are complex …
10 Benefits of Consolidating Assets To One Financial Advisor
Many investors think their investments are safer if they have their accounts with multiple financial advisors (or multiple platforms). Don’t put all your eggs in …
Mentor Foundation USA | Non-profit Client Spotlight
It’s an honor to highlight one of our non-profit accounting clients who is making a huge positive impact on the world. Mentor Foundation USA is …
Glass Jacobson Hires Osikowicz and Deese to Expand Retirement Plan Consulting Services
We are excited to announce the hiring of Richard Osikowicz, AIF® and Byron Deese as part of our plan to expand our retirement plan consulting …
