by Charles Bobo | Dec 7, 2023 | Business Consulting, Retirement Planning
In 2023, Individual Retirement Accounts (IRAs) have shown mixed performance. While it’s important to note that the performance of IRAs can vary based on individual investment choices and market conditions, a general overview indicates both positive and negative...
by Charles Bobo | May 30, 2020 | Business Consulting, Business Succession, COVID Relief
Tax Accountants Not Staffed for Extensive Auditing Most business owners have a good relationship with their tax accountant, and survey after survey shows that accountants are about the most trusted advisor of business owners. However, due to the complexity of tax...
by Charles Bobo | May 18, 2020 | Business Consulting, Legacy Preparation, Life Insurance, Retirement Planning
Index annuities protect retirement funds and guarantee principal To protect yourself from market volatilities, index annuities provide a powerful option to protect the downside issues of the market while still providing strong upside potential when the market grows....
by Charles Bobo | May 14, 2020 | Business Consulting, COVID Relief
Would you like a property tax refund? Ascend Financial Group works with businesses to recover overpaid property taxes on commercial properties. The larger the property, the more like miscalculations have occurred by the county. More than half — 60% — of property...
by Charles Bobo | May 11, 2020 | Business Consulting, Business Succession
Employee tax credits are not understood by most business owners About 80% of business owners are unaware of how to leverage the use of employee tax credits, including R&D credits as well as worker opportunity credits. As a results, business owners are potentially...