How to Achieve Your Retirement Goals with the 70-10-10-10 Rule for Budgeting

WilliamsRetirement PlanningLeave a Comment

Dallas Tax Strategy: Prepare For Retirement in 2021

How to Achieve Your Retirement Goals Planning for retirement can seem daunting, but with the right budgeting strategy, you can ensure a comfortable and financially secure future. One effective method to consider is the 70-10-10-10 rule, popularized by personal development legend Jim Rohn. This rule offers a simple yet powerful framework to manage your finances, allowing you to save and … Read More

Saving on Taxes After Tax Day: A Guide For Business Owners

WilliamsUncategorizedLeave a Comment

Saving on Taxes After Tax Day: A Guide For Business Owners

For business owners, Tax Day isn’t just a deadline. Quite the opposite, it’s an opportunity to reflect on financial health and plan for the future. That said, now that Tax Day has passed, let’s shift gears and focus on saving money/maximizing profits for the rest of the year. (Saving on Taxes After Tax Day: A Guide For Business Owners) Whether … Read More

DFW Realtor Tax Advisors: Deductions For Realtors

WilliamsReal Estate Tax HelpLeave a Comment

DFW Realtor Tax Advisors: Deductions For Realtors

As part of our continued efforts to help realtors save on their taxes, we’ve compiled a list of some more commonly used deductions. (DFW Realtor Tax Advisors: Deductions For Realtors) Since realtors are self-employed sole proprietors, they are eligible for the same deductions as other self-employed business owners. Allowable tax deductions you need to know Take advantage of every tax … Read More

Flower Mound Tax Planning: Save For Retirement Now

WilliamsReal Estate Tax HelpLeave a Comment

Flower Mound Tax Planning: Save For Retirement Now

If you’re self-employed or own your own business with or without employees, you might want to look into opening a Simplified Employee Pension Individual Retirement Account (SEP IRA) or a Savings Incentive Match Plan (SIMPLE). These tax-advantaged retirement plans can save you big! For starters, both allow you to contribute pre-tax dollars, reducing your taxable income: SEPs’ benefits include minimal setup and … Read More

Dallas CPAs On Best Ways to Preserve Wealth

WilliamsMoney AdviceLeave a Comment

Tax Planning and Wealth Management

Making money is only half the battle. Keeping it is the other half. Yet if you read financial sites, far more than 50 percent of the articles are about ways to generate income. Saving money doesn’t make for great headlines, but it’s vital to your long-term success. With that in mind, let’s discuss a few important ways that can help … Read More

Flower Mound Tax Help: Must Read Books For Realtors

WilliamsReal Estate Tax HelpLeave a Comment

Flower Mound Tax Help: Must Read Books For Realtors

If you search real estate books on Amazon there are nearly 70,000 results, with more being published each day. Some of which are probably great resources. Others, however, are either vanity projects or written to sell you coaching services. To help navigate this barrage of real estate books, here’s a list of must-reads for brand new agents. Veterans could benefit … Read More

DFW CPA Summer Survival Tips

WilliamsBusiness Advisor ServicesLeave a Comment

DFW CPA Summer Survival Tips

Memorial Day is traditionally the beginning of the summer season, and for many small businesses, that means customers flocking through the doors. For others, it’s a slow time: Customers don’t come, clients don’t call. Whether you sell surfboards or snowboards, picnic baskets or Christmas baskets, the health of your small business may be directly related to the season. In fact, … Read More

Flower Mound Small Business Help: Summer Reading List

WilliamsBusiness Advisor ServicesLeave a Comment

Flower Mound Small Business Help: Summer Reading List

The right words of advice can get you closer to your goals. They can also inspire you to be a better leader. Josh Linkner, the author of the best-selling “The Road to Reinvention,” which urges businesses to go beyond the status quo for success shared this list of five books he would recommend to business leaders: 1. “Originals: How Non-Conformists Move the World” … Read More