Our new information-packed book outlines some of the key issues we've been discussing with our clients and provides some simple actions you can implement right away to see some immediate improvement in your business and finances. We could easily sell this book for $97 but we're giving it away for FREE! As a BONUS, we'll also send you over 100 effective tax & financial tips which you can apply immediately.
- Issues you should consider when selecting an entity type for your business (i.e. c-corporation, s-corporation, partnership, LLC, sole proprietor, professional corporation, professional limited liability company)
- Questions you should ask when selecting an entity classification
- Examples and tax consequences of various entity classification decisions
- How to select an accounting system
- How to maintain your Books to keep them organized and accurate
- Common mistakes business owners make when setting up and managing their accounting systems
- Tips on using QuickBooks efficiently and successfully
- How to take advantage of tax incentives and the new tax laws to help you lower your taxes
- How to learn to manage your own investments successfully
- How to manage your cash reserves
- How to maximize your "net cash flow"
- How to think about risk and asset allocation
- How to lower your investment costs
- How to think about the tax consequences of your investment decisions and asset location decisions (tax-inefficient assets versus tax-efficient assets in taxable, tax-free, or tax-deferred accounts)
- The differences between actively managed and passively managed mutual funds
- How to think about your fixed-income strategy
- The impact of behavioral finance and how it affects your decision making
- How to think about sudden changes in the markets, market timing, economic contractions, and economic expansions
- How to work backwards to reach your long-term financial goals
- The upside and dangers of holding concentrated equity positions
- How to better manage your business cash flow issues
- How to increase payment alternatives
- How to obtain a line-of-credit and issues to think about
- How to choose a competent and proactive business advisor
- 19 questions you should ask a CPA before you engage him/her
- How to create a simple business plan around your key business metrics
- How to identify your key financial/business metrics
- How to reduce your audit exposure
- How to solve an IRS problem if you have one
