Posts by Jo Gardner
Enhance Your Team With A Trusted Advisor at Americore
Someone once told me “anything worth doing is worth doing badly.” What he meant was that you should at least try to do something, even if it means failing at it. In certain areas, I disagree. When it comes to financial decisions, anything worth doing should be done well. If you are qualified, great!. If…
Read MoreEarth Day Investing in Sustainability
Earth Day 2022 is a fitting time to consider sustainability in business. There are resources and programs already available and you can benefit from them while going green. Your clients would love it and green living equals tax savings. In a recent Deloitte publication, a few reminders came out that can add to those savings…
Read More6 Tax Sheltered Investments as Part of a Strategy
Tax sheltered investments aren’t, or shouldn’t be the main force behind your investment plan, but they can offer savings opportunities.
Read MoreWhich Retirement Mistakes to Avoid
Get Informed on Which Retirement Mistakes to Avoid As you near the date, knowing which retirement mistakes to avoid will make a more enjoyable lifestyle in retirement. With retirement funds in various accounts, how you withdraw your assets matters. Ignoring tax implications or taking your benefits at the wrong age can cost you money and…
Read MoreSpring Cleaning Your Finances in 6 Steps
Spring cleaning your finances might be the last thing on your mind. After all it’s been a turbulent few years. A worldwide pandemic locked down businesses, forced remote workspaces, and spurred the great recession. Just as things seem to move toward the “new normal”, Russia invades Ukraine, and the world is once more on edge.…
Read MoreWhat Are IRS Recognized Life Events
Especially in the wake of a worldwide pandemic, such as COVID-19, there are life events that change everything. Americore advises clients on preparing for all types of life events. But During tax season, the IRS publishes which of those life events it recognizes, and the implications of that recognition. Each life event might require action…
Read MoreERTC still Offers COVID Relief
Businesses are still evolving to meet demands of the new normal, but with lower sales dollars, it’s harder than it used to be. Moreover, the great resignation is heightening the struggle for many small to mid-sized businesses. One of the solutions to lost income and concerns over employee retention is still available. Government programs are…
Read MoreSupply Chain Finance
You hear it over and over; we have supply chain issues and may not have your item when you expected it. New automobiles are in short supply and the prices of used cars are up 30 percent. A gun cleaning supplier recently noted that they overbought early to avoid the crunch, but a smaller scale…
Read MoreBetter 2022 Planning
2021 is about to close. All the tax planning changes that could be made for the 2021 tax year have been made. It’s time to celebrate ringing in a new year. Hopefully, the new year will have less viral variants than the last one. Meanwhile, wishing you better 2022 planning and a Happy new year!…
Read MoreTax Saving Action to Take Now
While I love holiday celebrations as much as the next person, excessive tax liabilities will outlast the toasts, hors d’oeuvres and twinkling lights.
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