The ball has dropped in Times Square and we’ve bid farewell to 2018. But there are still a few things we can do to adjust our tax liability for 2018 before filing tax returns on April 15. First, you’ll need to organize all your tax records. That way, you’ll have some idea of what your tax liability might be. After you’ve organized your tax records, if you find you will owe money, there are a couple things you can do. You can contribute to your IRA for 2018. That’s right, even though it’s … [Read more...] about Tax Tips after New Year
We have eight major departments here at the Academy and this is the time of year that we all gear up for department retreats. Since many of us suffer from “shiny ball syndrome” (the uncontrollable urge to jump to the next great idea), we often spend a good deal of our retreat time brainstorming and setting goals for the coming year. Don’t get me wrong, goal setting is imperative. It is what drives an organization forward. But we also balance it out by stopping and reflecting on all that was … [Read more...] about New Year, New Wins!
As the end of 2015 approaches, here is a list of 10 things you can do this month to prepare for the new year and kick off 2016 with a bang. #1 Your 2016 Marketing Plan If you haven’t already, draft it and fine tune it. Your roadmap toward achieving your goals is a numbers game! Start with your financial goals for the year, determine how many clients you need to retain based on your average fees, set a marketing budget, then identify your marketing activities. Finally, plug it all into … [Read more...] about Making a List, Checking it Twice! 10 Ideas to Jump Start 2016