by Mike Churchill Ask almost any attorney which employee is most valuable and you’ll often get the same answer: the paralegal. The name says it all. “Para” comes from the root meaning “alongside” and “legal” means “lawyer.” Together they describe someone who has legal knowledge and works directly alongside a lawyer, but is not … Read more
Successful annuity agents are those who position themselves as the “expert” in their field. An expert is held in higher regard than a salesperson. An expert substitutes the sales presentation for a polished dialog of probing, educated questions that expose symptoms of financial disorder. After proper diagnosis, an expert does not attempt a close. An … Read more
What is an Exchange A 1031 Exchange allows owners of business or investment property to defer the recognition of the capital gains tax normally due upon the sale of the property so long as they use the proceeds to buy another business or investment property of equal or greater value. Although most people think about … Read more
If you are like most people who run an IT department or who even own their own business, the thought of losing all of your data is something that you really can’t even get your mind around. The amount of information that you have on your server is astronomical, and as we all rely on … Read more
You are new to the tax preparation field. You have your degree in accounting, maybe even a masters degree. You have been prepped on the most current tax laws, may even have passed a state-required certification process to prepare taxes, and are ready to open your own practice. Now the real question: What software should … Read more