August 2019 - Fluent & Ricciardi

14 Life Events That Warrant a Visit With Your CPA

August 29, 2019/in Tax Planning /by Becky Bertuzzi

Change is a constant part of life. With each change, adjustments have to be made. Certain changes in our lives puts us in a different tax category or changes how we need to file our taxes. Legally, we may come under different rules and requirements. There are tax advantages or credits that come with some of life’s changes. Below are a few events that can take place in your life where you may need some professional guidance with the filing of your taxes.

Step-by-Step Guide to Forming a Non-Profit

August 20, 2019/in Business Strategies /by Becky Bertuzzi

A non-profit organization can have several definitions depending on the perspective of the people discussing the matter and the context of the discussion. To the layman, the term generally means a charitable institution or perhaps a church, or an organization which provides assistance to the community which isn’t provided by the government.

Expense tracking

August 12, 2019/in Budgeting Tips /by Becky Bertuzzi

To succeed in business, small business owners must keep a close eye on expenses. Poor expense management can destroy your profit on a project or business venture. A component of expense management is expense tracking.

Dissolving a Partnership

August 4, 2019/in Business Exit Plans /by Becky Bertuzzi

Going into business with a partner can be a great way to spread risk, to draw on each other’s skill sets, and to combine resources to grow your business. But, at some point, the partnership may not be serving either you or the business well. It might be time to dissolve it.