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Cash Flow Management: The Ins and Outs of Working Capital

Cash Flow Management: The Ins and Outs of Working Capital

Cash flow is the lifeblood of any business. Without proper management of cash inflows and outflows, even the most profitable […]

Customer Feedback Analysis: Turning Insights Into Action

Customer Feedback Analysis: Turning Insights Into Action

For any business, customer satisfaction is a key driver of success. Understanding how clients perceive your services and identifying areas […]

Navigating Tax Credits for Education Expenses: 
What You Need to Know

Navigating Tax Credits for Education Expenses: 
What You Need to Know

Investing in education is a significant financial commitment, but fortunately, the U.S. tax code offers various credits to help offset […]

All Costs Matter

All Costs Matter

Taking an organized, intentional approach 
 to cost analysis and optimization In today’s economic climate, inflation and cost management are […]

What’s in Your Forecast?

What’s in Your Forecast?

Predicting Sales Based on Historical Data and Market Trends Sales and revenue are the lifeblood of any for-profit business, and […]

Your Marketing Playbook

Your Marketing Playbook

Assessing and Adjusting Your Game Plan Based on Performance Metrics In the hypercompetitive modern business environment, a company’s success can […]

Remember… the IRS made changes this year

Remember… the IRS made changes this year

Key items were adjusted for inflation. Here’s a quick summary: The IRS regularly updates rules and guidance that impact individuals […]

Tax Preparation Checklist for the New Year

Tax Preparation Checklist for the New Year

Time to start the process—tax time has begun! After celebrating—and hopefully recovering from—the arrival of the new year, it’s time […]

Getting a Jump on Small Businesses Year-End Tax Planning

Getting a Jump on Small Businesses Year-End Tax Planning

While the end of the year might seem far off, September is actually a great time for small business owners […]

Fall Tax Facts, Tips and Deadlines

Fall Tax Facts, Tips and Deadlines

As we round the turn into autumn, tax deadlines come into view. (Exciting, right?) Whether you’re an entrepreneur, a freelancer, […]

Back-to-School Financial Tips for College Students: A Guide to Smart Money Management

Back-to-School Financial Tips for College Students: A Guide to Smart Money Management

As college students prepare to head back to school, it’s important to focus not only on academic success but also […]

Life and Taxes: Tax Planning for Marriage, Divorce, Birth, and Death

Life and Taxes: Tax Planning for Marriage, Divorce, Birth, and Death

Each of life’s major milestones brings unique joys and challenges. In addition to profound personal impact, events such as marriage, […]

Leasing vs Buying Business Equipment

Leasing vs Buying Business Equipment

Buying vs leasing equipment: Tax implications for business owners When it comes to acquiring equipment for your business, deciding whether […]

Business Travel Deductions

Business Travel Deductions

Picking up the check? Here are some tips! An entrepreneur’s guide to business entertainment and travel deductions One category of […]

Covid-19 Update, March 30, 2020

Covid-19 Update, March 30, 2020

CARES Act: The Coronavirus Aid, Relief & Economic Security Act was signed into law provides critical relief for Americans struggling […]

Covid-19 Update, March 26, 2020

Covid-19 Update, March 26, 2020

The CARES Act: This still requires a vote and Presidential signature; however, we learned more about it and I have read […]

Covid-19 Update, March 24, 2020

Covid-19 Update, March 24, 2020

UPDATES: So far the stimulus package has not moved forward. Secretary Treasurer Mnuchin advised that the stimulus package they are […]

Protecting You From Them: Why The Swanson Group Uses Liscio vs. Email

Protecting You From Them: Why The Swanson Group Uses Liscio vs. Email

2019 was the worst year on record for security breaches, according industry data. Over 5,200 attacks exposed over 7.9 billion […]

To seek extension, or not to seek extension? That is the question.

To seek extension, or not to seek extension? That is the question.

It is a busy time of year for accountants – while our annual timeline builds up to tax season, it […]

Looking ahead…The Swanson Group to Offer Digital Document Storage

Looking ahead…The Swanson Group to Offer Digital Document Storage

Managed by the tax professionals at The Swanson Group, SwansonSafe is a secure storage service where people can upload personal […]

Pass the SALT?

Pass the SALT?

In 2018, the overhaul of the tax code imposed a controversial $10,000 limit on state and local tax deductions on […]

End of year tax tips

End of year tax tips

Adjust your withholding: A tax refund means you overpaid the government throughout the year, instead of putting that money to better use for yourself. The best course […]

Positive changes to HSAs

Positive changes to HSAs

As 2019 comes to a close, maxing out those health savings accounts will reduce your overall tax liability. Next year, […]

Cryptocurrency Craze + IRS Crackdown

Cryptocurrency Craze + IRS Crackdown

At one point in 2018, the cryptocurrency market topped over $613B in market value, now investors are saying the market […]