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2023 Tax Organizer

2023 Tax Organizer

End of year tax tips

End of Year Tax Tips

Just like that, the end of 2022 is officially here.  That being said, we want…
Survivor assistance

Survivor Assistance: How We Can Help DURING a Tragedy

Losing a spouse or family member might well be one of your life's most painful,…
What is the financial circle of care

What is the Financial Circle of Care? What Will it Do for You and Your Family?

The Financial Circle of Care (FCOC) is designed to help with your family finances in…
What is IRA rescue

What is IRA Rescue?

Ironically, the number one problem in estate planning is too much qualified money. Most assume that…
Medicaid

What is Medicaid Spend-Down, and Why Would You Need it?

When you are young and planning your finances, you don’t often think about the prospect…
IRA timed bomb

Wealth Lifecycle

Catalog of services

Catalog of Services

Financial circle of care

The CPR Plan: Create, Preserve, Retain

Business entities

Choosing the Right Entity

Financial professional

Financial Advisors

Can the tax laws benefit you

Tax Planning Video

The financial advisor

The Financial Advisor

The "financial advisor" title is about as generic as saying all doctors practice medicine. Is…
Wealth management explained

Wealth Management Explained

Wealth Management Most individuals who want to build wealth make the mistake of putting financial…
Wealth management accounting faqs

Frequently Asked Questions

What is a Family Office level of service? How Do You Define a Family Office,…
Tax planning and other useful definitions

Tax Planning and Other Useful Definitions

What Makes WMA’s Approach Unique? Organized by: Wealth Management Accounting (WMA) Most tax preparers, CPAs,…
How the money moves

How the Money Moves: Capital Contributions and Distributions

KEY POINTS: Capital Contributions comprise the initial funding of an LLC. Typically completed at the…
What is financial literacy

Are you financially literate?

The recent events in our country and in the world have caused ripple effect stresses…
Self-prepared vs professional team

Should You Do Your Own Taxes Or Hire A Professional?

If you’re the handy, do-it-yourself type, you probably prefer to prepare your own taxes every…
What to do if you can't pay your taxes

What to do if you can’t pay the taxes?

We know the story: things are tight financially, so you either (1) do not file…
New 1099k reporting requirements

New 1099K Reporting Requirements for Sellers

Do you sell on eBay or Etsy? Do you use pay apps like Venmo, PayPal,…
Document preparation vs legal advice

What is the Difference? Document Preparation vs. Legal Advice

One of the most frequent questions we get is "what's the difference between document preparation…
5 reasons you need a bookeeper

5 Reasons You NEED a Bookkeeper

Bookkeeping is a vital part of any business, but it can be easy to push…
The sum of individual parts

A Common Mistake?

A common mistake our clients make....is assuming they can’t have it all IN ONE PLACE…
Tax prep vs tax planning

What is the difference between Tax Preparation and Tax Planning?

Simply put, Tax Preparation is looking into the past, and Tax Planning is looking to…