Shelley Johnson, CPAMost people pause on that second one. They give generously, often to causes they've supported for years, but they give the same way they always have: a check or a credit card payment near the end of the year.
Shelley Johnson, CPAEvery year, right around this time, I start asking my clients the same question: “What would you do differently if you could restart this year with what you know now?” Here are three questions I'd encourage you to sit with before Q4 begins.
Shelley Johnson, CPAAI tools have made a lot of things faster and easier. Tax planning is not one of them. Not entirely, anyway. And understanding where the line is could save you from a costly mistake.
Shelley Johnson, CPAFor most business owners, this is the moment they check the box and move on—not thinking about taxes again until next year. But here’s the difference I see every day: Reactive business owners stop in April. Strategic business owners start in May.