RW Insights

How to Avoid Business Financial Fraud

Even small fraudulent events can have a significant impact on the fiscal health of a small business. Therefore, companies must take steps to deter fraud and to detect it as soon as possible. Here are ten steps you can take to protect your business.

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Bookkeeping Solutions That Can Save You Time and Money

While a CPA does the heavy lifting, there are some procedures to stay on top of the paperwork so you’ll be prepared to share your information with them when you need to. Here are some basic steps you can take to save time and money and reduce your stress level.

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Strategies and Tax Considerations of RSUs and NQOs

NQOs and RSUs were designed for very different purposes, which is why the tax treatment differs so much. We can help you make better decisions on what constitutes a fair offer and when to sell, and our recommendations always take your tax situation into account. 

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Choosing the Right Retirement Plan

Self-employed individuals must also be considered. According to the U.S. Bureau of Labor Statistics, as of January 2021, there are over 9.5 million people that work for themselves. If they can afford it, they too must choose a retirement plan. Let’s look at each of these entities – the large company, the small business, and the self-employed and their retirement plan options. Wherever you fit in, understanding your alternatives will help you choose the best plan to fit your situation.

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Stocks & Bonds Made Simple: What Every Investor Needs to Know

Each day that the stock market is open and people are buying and selling (trading) stocks, the overall stock market will either “move up or move down” in value. When we talk about the stock market being up or down, we’re actually talking about the stock market indexes, primarily the Dow and the Nasdaq.

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Your 2021 Taxes: What to Expect and How to Prepare

Much has also changed for the 2021 tax season, as well. Though you couldn’t begin to file taxes until February 12th this year, which is later than the usual late January commencement of filing, you still must file your taxes by April 15th. This delayed start in filing allowed the IRS time to do additional programming and test their systems following the late December tax law changes that provided a second round of Economic Impact Payments.

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Understanding Crypto Investing and Crypto Tax Ramifications

A cryptocurrency, also known as “crypto,” is a digital currency that can be used to purchase goods and services. It uses an online ledger with strong cryptography to secure online transactions. Much of the interest in these unregulated currencies is by people interested in crypto investing, with speculators at times driving prices skyward.

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