Tag Archive: Annual Planning

Back to Business Before Year End

by | November 8, 2012

This week’s blog from Michelle Bomberger Despite the beauty of fall and the bustle of the Holidays, be sure to get the work done to end 2012 strong. There are many issues that you should discuss and formalize in your business to properly account for 2012 and plan for your 2013 year such as: Gifting... View Article

TAX UPDATE: WRAP UP

by | January 31, 2012

Our Equinox Focus Event last week “Tax Update: What You Need to Know for 2012 (and 2011, too)!”  was quite a success with raves from our participants.   I wanted to share some of my key takeaways from the program. –  Pre-Opening Costs.  For folks starting or launching a business, certain pre-opening costs are tax deductible.  In... View Article

Business Tax Law Update

by | November 18, 2010

I attended a “Tax Update” program offered by McGladry through the Center for Advanced Manufacturing Puget Sound (CAMPS).  I gained a number of important insights that I wanted to share.  I must add the caveat, though, that I am not a tax gal and am simply relaying the valuable information I heard.  If something resonates... View Article

Year End Planning for Investment/Retirement

by | November 24, 2009

Our Guest Blogger this week is Kris Gray of Integrity Financial Group based in Bellevue, WA. IFC works with individuals and business owners to help them plan their investment and retirement strategies. ———————————– With the holidays approaching and the New Year around the corner, now is an ideal time to consider making necessary changes to... View Article

Year End Tax Planning

by | November 19, 2009

Our colleauges at Berntson Porter & Company have collaborated to provide some end-of-year tax planning tips. Thank you to Jennifer Raybon, David Berthon, and Darcy Kookier for sharing their knowledge! ——————- In order to achieve financial goals, comprehensive tax and financial statement planning is not just a good idea, it is a cornerstone of fiscal... View Article

Year End Estate Planning

by | November 11, 2009

Our guest blog post this week is by Kanoa Ostrem, a Seattle-based estate planning attorney. Mr. Ostrem’s practice focuses on counseling and assisting individuals and families with their estate planning needs in a cost-effective and efficient manner. For more information, visit his website at www.ostremlaw.com. ———————— The end of the year presents just one critical... View Article

Planning: A Legal Check Up for Your Business

by | November 3, 2009

Planning is always a critical part of starting a business. As the business grows, though, many find that the daily operational demands and “firefighting” take over. Even when time is set aside for planning, the time is often encroached upon by other work that seems more pressing. Business owners realize the importance of the plan... View Article