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Articles for November 2014
Tax and Financial News
Mutual Fund Distributions Tax Guide
November 2014
Mutual funds held in taxable accounts are subject to a wide range of distributions rules. This can make the taxability of income and capital gain distributions you receive seem...
Be Careful Where You Die In 2015
October 2014
We have all heard the phrase that nothing in life is certain except death and taxes. Well, there is a particular irony to this, considering that many people are literally...
8 Things that Could Trigger a Business Audit
September 2014
Whether you're doing taxes for your own business or a client's business, the small - but real - possibility exists for an...
General Business News
Why Do Start-Ups Fail?
November 2014
While many entrepreneurs have good intentions, an ingenious product or service and a lot of experience to back it up, not every venture is a success....
What Builds Referrals?
How to Maximize Referrals and Customer Satisfaction
October 2014
Referrals are a great way to build business, but what's the perfect recipe to generating a steady stream of referrals? While there's no flawless formula...
Freelancers: Use Them or Forget About Them?
September 2014
According to, four in 10 workers will be independent contractors by 2020. Whether or not this materializes, the tepid...
Stock Market News
Stock Market: Gyrations and Gains
November 2014
After months of predictions that the time was ripe for a sell-off, the naysayers finally saw their forecasts come true when a series of dramatic sell-offs pushed the...
It's a Small World
October 2014
It's an ill wind that blows no good, as the saying goes. And it appears that the ongoing economic woes of Eurozone nations are having a positive effect on economic...
Dow Hits High, Fed Signals No Changes
September 2014
August was a banner month for the bulls. On August 25, the Standard & Poor's 500 halted its earlier reversal to hit the 2,000 benchmark for the first time ever. The impact of...
Financial Planning
Create a Charitable Giving Legacy with a Donor Advised Fund
November 2014
'Tis the season for giving, and there's nothing better than giving something that's worth a lot more than you paid for it. If you're of a mind...
How to Use an IRA for Asset Protection
October 2014
Most people do not anticipate a situation in which a creditor will come after their assets, but these situations are more common than you might think. For example, say your...
Is Your Estate Settlement Ready?
September 2014
If you were to pass away today, would your surviving spouse, children and/or team of professional advisors know all of the relevant details necessary to settle your...
What's New in Technology
Technology: Online Banking - A Boon or a Bust?
November 2014
Online banks are increasing in popularity, and many small businesses and individuals are opting to go this route. As a rule, online banking works best for individuals who are comfortable...
Protect Yourself from Retailers' Security Breaches
October 2014
Target, Neiman Marcus and now Home Depot have all joined the ranks of retailers that have been hacked. Such breaches expose customer data to cyber crooks...
Making Social Media Marketing Really Count
September 2014
Social media marketing is a tool many entrepreneurs just cannot ignore. However, the cost and time needed can be difficult for marketers with relatively small...
Tip of the Month
Year-End Tax Planning for Small Businesses
November 2014
It's not too early to start thinking ahead and begin planning to ensure you don't miss a possible business tax deduction on next year's filing. Smart...
Do You Need Insurance for Your Employees
October 2014
Recently, discussion about employee insurance has centered almost exclusively on health care and medical insurance and the government's efforts to promote...
TIP: Productivity for Entrepreneurs
September 2014
Rather than increase our leisure time, business technology - especially smart phones and tablets - seems to have extended our work hours...
Congress at Work
Congress at Work: Approaching the End of the 113th Congress
November 2014
Each congressional term lasts two years. At any point when Congress is in session, a sitting member of Congress may introduce legislation. Once a bill has been introduced,...
Congress at Work: Protecting Production of Domestic Energy and Increasing Awareness of the Value of Small Businesses
October 2014
Continuing Appropriations Resolution, 2015 (H.R. Res. 124) - In September, just before legislators returned home to campaign ahead of...
Congress at Work: Activity Before the 'District Work Period' (aka 5-Week Summer Vacation)
September 2014
Veterans' Access to Care through Choice, Accountability and Transparency Act of 2014 (H.R. 3230) - Sponsored by Hal Rogers, a Republican from Kentucky, this is the bipartisan...
Library Articles
5 Ways to Prepare to Buy a Home
Choosing the Right Corporation
Common-Sense Tactics for Getting the Best Deal on a New Car
Five Basic Financial Tips for Young Couples
How to Beat Credit Card Debt in 7 Simple Steps
How to Plan For a Long Life with Longevity Insurance
Making the Best Choice: Should You Rent or Buy Your Next Home?
Plan a Stress-Free Family Vacation
Planning Your Wedding: Important Early Steps
Property Taxes: How to Pay Only What You Owe On What You Own
Record Retention Guidelines
Six simple steps to starting your own business
Things to Know Before Applying for Social Security Benefits
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