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Estate Planning For Real Estate Investors

Monday, February 24

One of my favorite things about this time of year is connecting with all of you, and getting updates, offering hope, and putting plans into place. And I'm glad to say that my questions from the past couple weeks of strategy notes have sparked some great conversations. My hope is that they will co...


Small Business Health Quiz (Part 2)

Monday, February 17

Last week, I began asking you a series of questions, and I'd like you to thoughtfully consider the questions I Please do consider these six issues as you work through growing your business -- they can catch you off guard sometimes. While some of these questions involve areas which my staff and I ...


Real Estate Investors Business Health Check (Part 1)

Friday, February 14

Things are getting busier around Ye Olde Accountacy Shoppe (i.e. Utah Real Estate Accountants) as more and more business owners are touching base to get on our calendar for the next few weeks. Regardless, I thought I'd give you some meat to chew on today about the underlying foundations of your ...


Five Tips To Build A Healthy Company Culture

Monday, February 03

Like many business owners, you probably set some goals for 2020. So ... hmmm ... how are you doing on those? Based on data collected by Statistic Brain, 27.4 percent of people typically abandon their resolutions within a week. Within two weeks of January 1st, 31.6 percent of people will have ditc...


Personal Income Tax Documents List For 2019 Tax

Thursday, January 30

So yes ... you run a business. Which affords you some massive opportunities not available to wage employees on your PERSONAL taxes (depending, of course, on how everything is set up for you). So that likely means that you have a couple different tax returns to wade through each year (and maybe m...


The Real Risk From The IRS

Thursday, January 30

You see that piece of mail in your mailbox with the IRS letterhead, and a certain fear kicks in. But the natural fear of what the IRS might be wanting to tell you (the dreaded audit!) can be a small wake up call. And yes, audits are a risk that every business owner and individual thinks about. Bu...