FREE TRIAL / DISCOUNT → In this video I compare all the different versions of QuickBooks Online (and Self Employed) so we can find out what’s right for you, and your small business. Intuit have recently added “Advanced” to a cloud accounting product line up that already included Self Employed, Simple Start, Essentials and Plus. There have been a few changes to the features offered in each version which I outline in this video. Check out the time stamps below jump to a particular product. — TIME STAMPS 01:37 → QuickBooks Self Employed 04:49 → QuickBooks Online Simple Start [More]
Estate planning is a task that people tend to put off since we don’t like thinking about our own death. However, dying without having your financial affairs in good order risks leaving your heirs with some significant problems. Here are 8 things you can start doing now. Estate planning is a task that people tend to put off since we don’t like thinking about our own death. However, dying without having your financial affairs in good order risks leaving your heirs with some significant problems. Here are 8 things you can start doing now Subscribe to my channel: ******************************************** [More]
For prospective law firm clients who want to schedule a free 15 minute initial phone call with Paul Rabalais, go to: Some people get nervous before they go see an estate planning attorney for the first time. They don’t know what to expect. Selecting the right estate attorney is important in making sure that your legacy is preserved the right way. Before we get into which questions you should expect to be asked by your estate planning attorney, let’s address some characteristics of an estate attorney that should turn you away. First, if you find that the attorney talks [More]
Hi guys, in today’s video I want to share with you why Estate Planning is IMPORTANT to every financial advisor. Join the Mentoring Family to get more tips like these: Ever since I started the mentoring family, I’ve been receiving many messages from members asking me multiple questions related to Estate Planning. 🤔 Questions like: “Dr Sanjay, why and how can I learn about estate planning ? I want to close a bigger case.” “I met a business owner today, I’m not sure what can I do for him, can you advice me?” “I was recommended to a high [More]
5 Ways To Distribute Your Trust Assets To Your Kids A question I often get from clients is “how should I distribute my assets to my kids via my trust when I die?” I thought everyone might want to know about the different options so here we go with this week’s episode of Estate Planning TV. To begin, there are essentially 5 ways you can distribute your trust assets to your kids. Let’s just run down them. 1. Distribute Outright. The easiest option is to just cut your kids a check when you die. You have avoided probate with the [More]
In this series, I share my wins and struggles in running my own cloud bookkeeping business – hopefully cutting months and years off your journey trying to figures things out. Think of me as your virtual bookkeeping mentor. *************************************** Download my free cheat sheet – QuickBooks Online Bank Feeds in 5 minutes a day Check out my blog at for the best free QuickBooks Online training, tutorials, tips & tricks to help you minimize bookkeeping and maximize profits. Join my community of like-minded bookkeepers and ask the group and me questions – join our facebook group at [More]
Income Tax Preparation in Yonkers, NY A lot of individuals seem to think that filing income tax is voluntary and therefore dismiss it as unnecessary and burdensome. Filing tax returns is an annual activity seen as a moral and social duty of every responsible citizen of the country. It is the basis for the government to determine the amount and means of expenditure of the citizens and provides a platform for the assesses to claim a refund, among other forms of relief from time to time. If you owe tax, you have to file an income tax. If you don’t [More]
If you are planning to soon become a tax preparer, here are the things you should know about the path you should take to getting this career. A tax preparer is someone who makes the calculation, filing, and signing of income tax returns on behalf of businesses and individuals. Tax preparers may also serve as a representative of taxpayers during the examination of tax returns by the IRS. Detailed information can be found in this website This is the guide for you to know more about this interesting career. From information about What Should I Study To Become [More] – Click to Download 25,000+ Business Forms & Templates! 3 Financial Planning Mistakes Every Entrepreneur should Avoid Click Here To See More From This Expert: Brittney Castro, CFP® at Perennial Financial Services (, spells out three mistakes every entrepreneur should avoid. Preventing these problems will help individuals and business owners avoid financial pitfalls down the road. Docstoc has over 20 million business and legal documents to help you grow and manage your small business and professional life. Thousands of how-to articles and videos with fresh content uploaded every day. Attorney reviewed documents to save you time and money. [More]
We explain which job roles the AAT’s bookkeeping and accounting qualifications prepare you for. (403) 593-0149 Get Whiteboard Animated Videos like this one for your business here: (619) 850-5835 Are you a small business owner? Do you know if you should be charging GST/HST? (pronounced Gee Ess Tee H Ess Tee) When determining whether or not your business meets the criteria for mandatory registration of GST/HST, ask yourself the following. Number one, Do you provide taxable property and services in Canada? and number two, Do you no longer qualify as a small supplier? You are no longer considered a small supplier if your revenues of worldwide taxable supplies are more than $30,000 [More]
For more information, go to Taxation and estate planning expert Darra Rayndon with Clark Hill PLC in Scottsdale, Arizona, explains the basics of estate planning, something that everyone needs. With some effort by everyone involved, including a skillful estate planner who knows tax law, many estates can be largely preserved from erosion be estate taxation.
Bookkeeping is important in any business: whether big or small. If you are a business owner and you would like to have effective bookkeeping skills, here are… Softron team member Sukjhit Annad discusses the income tax preparation topic of who should file a tax return.
Tompkins Law, an estate planning firm in Orange County ( discusses the need t…
What is Estate Planning, What are the Big Four documents most estate plans should have? Robert talks about this and more. To hear more information on Estate Planning, call Robert Mansour at 661-414-7100 or go to Out of the Rough is hosted by Fred Arnold. 58c
We recently sat down with Northwestern Mutual vice president Bill Taylor and asked him two important questions around estate planning: “Why should someone do estate planning?” and “Why do people hesitate to do estate planning?” Bill does a great job of breaking these down. If you’d like additional information on estate planning, visit our website at
Subject: CRA Electronic mailing list service Taxpayer Alert Owners of self-directed RRSPs should use caution with tax-free withdrawal schemes Taxpayers should use caution before taking part in any scheme that promises a tax-free withdrawal of Registered Retirement Savings Plan (RRSP) funds. Some promoters of financial schemes promise RRSP owners that they can make tax-free withdrawals from their RRSPs. Typically, the arrangement involves using an individual’s self-directed RRSP to purchase the shares of a private company or interest in mortgages (usually at highly inflated values). The funds used to make the purchase are then loaned back to the owner of [More]