Elements of a Financial Plan for New Dentists
Let’s walk through the fundamentals of a financial plan for a new dentist
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Why is it hard to save money?
Let’s face it. Saving money is HARD. I talk about the emotional journey and mathematics behind saving for your goals.
April 2025 Market Update
I would like to touch on the recent market fluctuations and explore strategies for maintaining a composed and thoughtful reaction.
Securing Your Financial Future: Essential Cybersecurity Practices for Everyone
Fortify Your Financial Future: Essential Cybersecurity Practices for the Digital Age In our increasingly interconnected world, safeguarding your financial information is more critical than ever. As a...
My Three Favorite Phone Apps to Scan Your Tax Documents This Season
Simplify Your Tax Season with JE Simmons and Company: Discover the Best Document Scanning Apps
Delayed Again: BOI Reports Not Required While Court Cases Proceed
We are following up on developments mentioned in our December 24th blog regarding BOI reporting requirements and changes to the deadline.
Urgent Update: BOI Reports Now Due January 13 for Most Reporting Companies
Beneficial ownership information reports are now due January 13th for most reporting companies.
A Sweet Tax Strategy: Double Dipping on Tax Savings for Charitable Giving
Imagine biting into a fried OREO® cookie - that crispy, sugary exterior giving way to the creamy center. Now, picture a tax strategy that's just as deliciously layered. Welcome to the world of...
Alert: New Beneficial Ownership Information (BOI) Reporting Requirements Due 12/31/24
We want to make you aware of an important new reporting requirement that may affect our clients who own or control businesses. The Corporate Transparency Act (CTA) is a complex and broad piece of...
401k Plans: Understanding the Basics and Explaining the Benefits to Your Employees
Understanding the Basics of a 401(k) Plan A 401(k) plan is like planting seeds for a future harvest. Instead of spending all your money today, you set aside some to grow over time, setting yourself...
