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Instilling Financial Literacy For Kids In Northern Virginia

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

Shabbir Hussain’s Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...

A 12-Point Financial Health Check For Northern Virginia Families And Individuals

We are now fully engaged in our tax "off season" here in Northern Virginia. But interestingly, this is where the real difference that we can make on behalf of our tax preparation clients is actually made. We're diving into the new tax legislation, and attending...

Effective Meetings Guidelines For Northern Virginia Companies Looking For Efficiency

Well, I don't want to alarm you but the chances are good that we DON'T have to meet anytime in the next couple weeks, as we move towards tax season.(That is, unless something has changed with your Northern Virginia business, and you need our help. Give us a call:...

Effectively Using Your Northern Virginia Company’s CRM For Sales Management

Well, before I dive into today's dose of real world business strategy, you should know that as I write on Monday, the IRS has begun receiving filed federal tax returns.That means things are about to get real.Now, for our Northern Virginia business owner clients (like...

Why Northern Virginia Business Owners Should Excel in Year-End Giving

I wrote something similar to what I'm about to offer you today for our individual/family clients recently, but it occurred to me this morning that YOU, as a successful Northern Virginia business owner, might especially benefit from the perspective that I'd like to...

Why Price Reductions are Bad Positioning for (Almost) Any Business

Our hearts remain with those in Houston and, now, South Florida, who has been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

Delayed Gratification: Staying Focused to Get Ahead (Later) in Northern Virginia

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

Three Keys To Shorter Meetings For Your Business

Last week I wrote about working less and testing the 80/20 hypothesis for your Northern Virginia business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right-hand corner of our...

Four Tips For Northern Virginia Couples To Make Money and Marriage Work Together

It seems like crooks these days keep finding new ways to trick people here in Northern Virginia into giving them more money. And no, I'm not talking about Congress. Last week, for those of us in the tax professional world in Northern Virginia who are paying attention...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!