Monthly Archives: April 2018

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13 04, 2018

Annual Review: 6 Things to Discuss with Your Advisor

By |2020-09-29T15:33:06-07:00April 13th, 2018|Advisory|0 Comments

Annual Review An annual review of your financials is vital. It is important because the information your advisor has should be as accurate as possible. This will help your plan to stay on track. A lot can change over the course of a year and your advisor needs to be updated on it. In this [...]

12 04, 2018

Schedule C: Profit or Loss from a Business

By |2020-09-29T15:34:49-07:00April 12th, 2018|Tax|0 Comments

Schedule C Schedule C is an attachment to the federal Form 1040. You use this form to report profit or loss from a business that is a sole proprietorship or an LLC that is set up as a disregarded entity with the IRS. Additionally, if you receive a 1099-MISC you will need to file [...]

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