by Karla Dennis | Dec 7, 2014 | Blog
Many individuals and business owners often want to know how they can tell if they are overpaying on their taxes. Listen as Karla discusses a few different ways to ensure that you are making the most out of your tax return as well as why it is important to have regular conversations with your tax professional to discuss what the best tax strategy is for your current situation, thus almost guaranteeing you aren’t overpaying the...
by Karla Dennis | Dec 3, 2014 | Blog
Karla discusses some of the most important items on your personal and business tax returns as well as shares stories from previous clients and how incorrectly filed taxes negatively impacted them. Some of the most common mistakes on tax returns are things that can easily be avoided. Understanding your tax return is imperative, especially if you own a business so ensure that you have a conversation with your tax professional that helps you to understand all aspects of what you are...
by Karla Dennis | Oct 22, 2014 | Blog
THE 12 BY 12 TAX ORGANIZING SYSTEM With less than one hundred days to the close of the year, taxpayers could really benefit now by using the 12 by 12 system of organization to get themselves ready to prepare for their income tax filings early next...
by Karla Dennis | Oct 17, 2014 | Blog
Advice from Gerry Foster, owner and president of Gerry Foster Marketing My friend Gerry Foster is a veteran branding expert and has his office in Laguna Beach. I was fortunate to have him on my radio, so I wanted to share some takeaways from my conversation with...
by Karla Dennis | Oct 15, 2014 | Blog
I was fortunate that I had a natural interest in math and money. So I was able to teach myself many of the fundamentals on how money works at an early age. But as parents, it’s not so difficult to teach kids early about the basics of money. Take the time and it will payoff big time, figuratively and literally. It sounds boring, but it’s really easy to incorporate into your daily activities. After all, almost everything we do involves money, like it or...
