Nicole, Here Are Your Articles for Monday, August 01, 2022
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Saved Articles

  • Coronavirus: The Business Management Angle

    The coronavirus is a health crisis, but it has also become a business issue as well. Managers need to know what their responsibilities are regarding their employees. Click through for some essential workplace guidance.

    Saved on 04-20-2021 - Remove
  • Family Member Care and the IRS

    Do you have a private nurse taking care of a parent in your home? You don't only have a health issue, you also have a tax issue. Click through to be on top of the additional tax responsibilities that come with home help.

    Saved on 04-20-2021 - Remove
  • Is This Your Situation: Trying to Streamline Your Business with Cloud-Based Accounting

    Cloud-based accounting provides all the benefits of having a staff accountant without having to hire an employee. Click through to learn about this affordable small-business solution.

    Saved on 04-20-2021 - Remove
  • The CARES Act: The Basics of EIDL and PPP Loans

    There are many kinds of financial relief coming out of Washington, and one especially useful provision for businesses is the SBA loan program. Click through to learn how the program can help you and what conditions you have to meet.

    Saved on 04-20-2021 - Remove
  • The 4 QuickBooks Reports Small Business Owners Need

    Yes, QuickBooks takes charge of your data, but the real value is in the reports the program generates from all that information. Click through for insights into the key reports and how they can help you.

    Saved on 04-20-2021 - Remove
  • Is This Your Situation: Looking for Financial Reporting in QuickBooks Online

    Financial reports from QuickBooks can help you make important business decisions. Should I buy that building? Should I expand my product line? Click through to learn where some of the most common — and critical — reports are located in QuickBooks Online.

    Saved on 04-21-2021 - Remove
  • Using QuickBooks to Pay Employees

    QuickBooks can do lots of payroll-oriented tasks, if you know which buttons to press. Click through to learn all about setting up your system so you can efficiently pay your staff.

    Saved on 03-27-2021 - Remove
  • Is This Your Situation: Recording Refunds in QuickBooks

    Your client returns a product and wants a refund, but you have no idea how to record the transaction in QuickBooks. But if If you know the process, QuickBooks can handle a task like this easily and ensure the accuracy of your financials.

    Saved on 03-27-2021 - Remove
  • Tax Scams: The Pandemic Edition

    With all the things that are changing in 2020, there is one constant you can count on: Tax scams are still with us. Click through to learn what to watch out for as scammers find ways to incorporate the pandemic into their schemes.

    Saved on 07-14-2021 - Remove
  • 5 Flexible Work Arrangements That May Remain

    "Flexibility" has been the word of the season, as companies and employees invent new ways of working. Click through for an introduction to a range of flexible work arrangements — which may continue even after the pandemic is over.

    Saved on 03-27-2021 - Remove
  • SBA Gives Guidance and Form for PPP Loan Forgiveness

    One of the key features of the SBA's popular Paycheck Protection Program is a forgiveness provision for companies that maintain their workforce levels. Click through for information on the forgiveness application.

    Saved on 03-27-2021 - Remove
  • Streamlining PDF Creation in Microsoft Excel

    It's very handy for presentations to save a spreadsheet as a PDF, but the process can be cumbersome. Click through for some tips on simplifying transition.

    Saved on 03-27-2021 - Remove
  • How To Win An Unemployment Claim Against Your Company

    When an employee files an unemployment claim when they don't deserve a payout, you can end up paying higher premiums.  Click through to see your options for fighting back.

    Saved on 03-27-2021 - Remove
  • Is This Your Situation: Interpreting Your Financials

    Despite your best efforts, you do not understand what financials really say about your business. Click through to learn how QuickBooks can help you grasp your debits and credits and take charge of your data and financial reports.

    Saved on 03-27-2021 - Remove
  • How Workers Can Return

    Some jobs cannot be done from home on a long-term basis, so businesses may gradually bring employees back to offices. Click through for tips on how best to do this to protect everyone's well-being as the pandemic subsides.

    Saved on 03-27-2021 - Remove
  • Post-Pandemic: Time for a Career Change

    How has the pandemic hit your career possibilities? Depending on your situation and the state of your industry, it might be time for a major change. Click through if you're thinking about changing careers.

    Saved on 03-27-2021 - Remove
  • Meal Expenses: What's the Story?

    There's a lot of confusion and misinformation surrounding business meals and how and when you can deduct them. Click through for a brief history of meal deductions, and an intro to the current situation.

    Saved on 03-27-2021 - Remove
  • Home Equity Loans Are Deductible -- Sometimes

    The ability to deduct interest on home equity loans has always been one of their great advantages. That provision is still in force, but there are severe limitations. Click through to see if your plans align with the rules.

    Saved on 03-27-2021 - Remove
  • The SBA EIDL and PPP Loans and Their Tax Implications

    The Small Business Administration has refreshed an old loan program and launched a new one for pandemic-affected businesses—but there are a lot of complexities. Click through for the inside story, and the important tax implications.

    Saved on 03-27-2021 - Remove
  • Touchless Payments: A Result of the COVID-19 Pandemic

    Touchless payments have been around for a while, but the pandemic may give them a boost, as businesses and consumers both want to avoid physical contact. Click through to learn about how they work, and their advantages.

    Saved on 03-27-2021 - Remove
  • Save Time with Excel Chart Templates

    Excel's ability to create charts from data is one of its best features, but it can be time-consuming if you don't know the details. Click through to learn some useful shortcuts.

    Saved on 03-27-2021 - Remove
  • Is This Your Situation: Your Company Is Not Well Served By Your Accounting Firm

    You feel like your accounting firm is not really focused on the kind of company you own. Click through to learn how to find an accounting firm that’s geared toward your business.

    Saved on 03-27-2021 - Remove
  • Is This Your Situation: Keeping Track of Project Expenses

    QuickBooks Online Plus has a feature you can turn on called Projects. Click through to learn how to organize your financials based on all the jobs or projects you’re managing as well as how to track invoices, expenses and transactions related to those jobs.

    Saved on 03-27-2021 - Remove
  • What to Know About Education Credits

    An education credit helps with the cost of higher education by reducing the amount of tax owed on your return. Click through to get details on the American Opportunity and Lifetime Learning credits.

    Saved on 03-27-2021 - Remove
  • The Pomodoro Technique: Rethinking Time Management

    With so many people working at home instead of in a 9-5 office setting, we're seeing a new focus on time management. Click through to learn about the Pomodoro Technique, which makes it easier to accomplish more while working less.

    Saved on 03-27-2021 - Remove
  • How to Address Ergonomic Needs

    Employees are working at home. And even as companies prepare to slowly reopen, they may need to rearrange workspaces for health reasons. Click through to learn how to maintain ergonomic safety in every situation.

    Saved on 03-27-2021 - Remove
  • Is This Your Situation: Continually Worrying About Accounting

    A lot goes into running a small business. You started it because you’re good at what you do. But what about those administrative duties that aren’t your strength? Click through to learn more about the tasks an outsourced accountant can handle on your behalf.

    Saved on 03-27-2021 - Remove
  • Is This Your Situation: Choosing Key Management Reports

    Determining whether your law firm is on the right track may be more complicated than it sounds. Click through for some insights into the reports law firms need to review to ensure that they're profitable.

    Saved on 03-27-2021 - Remove
  • What Are the Rules on Hazard Pay?

    Since the arrival of COVID-19, whether employees should receive hazard pay has been much discussed. Are there rules or best practices? Click through to learn about hazard pay and whether you should provide it.

    Saved on 03-27-2021 - Remove
  • Special Tricks for Entering Data Across Rows in Excel

    Where does your cursor go next? It seems like a small thing, but when you're entering data across rows, rather than columns, it can be maddening. Click through for some quick tricks to simplify data entry.

    Saved on 03-27-2021 - Remove
  • Is This Your Situation: You're Having Cash Flow Problems

    Many business owners don't fully understand cash flow. This confusion can harm or even destroy their businesses. Click through to learn how you can take charge of your cash flow management.

    Saved on 03-27-2021 - Remove
  • How to Connect Your Bank & Credit Card Accounts

    Click through for a video on how to connect your bank and credit card accounts in QuickBooks.

    Saved on 03-27-2021 - Remove
  • Examples of Common Email Scams

    Worried about email scams, and confused about whether a particular email is legitimate? Click through to learn about the most common email scams.

    Saved on 03-27-2021 - Remove
  • 5 Best Practices for Online Video Meetings

    Although many employers used videoconferencing before the pandemic, in recent months, its use has soared. Still, many users are confused about how best to use it. Click through for tips on hosting successful video meetings.

    Saved on 03-27-2021 - Remove
  • Is Your Computer Really Safe from Electronic Disasters?

    Do you feel safe because you always plug your computer into a surge protector? You're not as safe as you think. Click through to learn how to really protect your computer.

    Saved on 03-27-2021 - Remove
  • Is This Your Situation: Deciding Between Cash and Accrual Basis

    You're ready to start recording business transactions. Now it is time to decide whether to use cash-basis or accrual accounting. Click through to learn how to make the right choice.

    Saved on 03-27-2021 - Remove
  • Filing Responsibilities With Income or Loss From Business

    In these uncertain times, many taxpayers who normally were on staff have turned part time or full time to the "gig economy." This means they have to file Schedule C as part of their tax return. Click through for an introduction to the tax requirements.

    Saved on 03-27-2021 - Remove
  • Is This Your Situation: Worried About the Monthly Close

    Do you dread those end-of-month tasks? How do you ensure that your monthly financial statements are accurate and timely? Click through to learn how to simplify this tedious task.

    Saved on 03-27-2021 - Remove
  • Reporting FFCRA-Qualified Leave on Form W-2

    Are you required by federal law to offer paid leave because of the coronavirus pandemic? If so, you must report the payments on the recipient's Form W-2 or in a separate statement. Click through for reporting details.

    Saved on 03-27-2021 - Remove
  • Managing Risk in Estate Planning

    "Risk" is both a mathematic and emotional concept, a gauge of the likelihood that your estate plan will achieve its goals. Click through for an introduction to this important but often misunderstood concept.

    Saved on 03-27-2021 - Remove
  • Changing Culture to Manage Future Disruptions

    Companies that are structured to be resilient and agile are more likely to succeed through disruptions such as the current pandemic — and any future disruptions. Click through to learn how to operate under an agile model.

    Saved on 03-27-2021 - Remove
  • Effective Communication in Difficult Times

    More than ever, in a rapidly changing business environment where telework is the new norm, effective communication is a skill every leader should have. Click through for three strategies to enhance communication at work.

    Saved on 03-27-2021 - Remove
  • The Ultimate Work-at-Home Guide

    There's no single formula to learn how to work at home, and the practical and cultural issues in each company will make a difference. However, there are some generalities. Click through to learn how to become an efficient and happy online employee.

    Saved on 03-27-2021 - Remove
  • How to Use the Cash Flow Planner

    Click through for a video on how to use the cash flow planner in QuickBooks.

    Saved on 03-27-2021 - Remove
  • Excel Worksheet Navigation Tricks

    Excel is a fantastic tool, but once the spreadsheets start getting big and complicated, it can be easy to get lost. However, there are solutions. Click through to learn about some great navigation tools.

    Saved on 03-27-2021 - Remove
  • Is This Your Situation: QuickBooks Reconciliation Balance Doesn’t Match My Bank Statement

    Whether it’s off by a penny or by several hundred dollars, if the QuickBooks beginning balance doesn’t match your bank statement's beginning balance, it’s a problem. The sooner you find and fix the issue, the better. Click through to learn how to resolve this matter.

    Saved on 03-27-2021 - Remove
  • Helpful Tech Apps for Working at Home

    You can find scores of programs to aid in working at home. Below are a few that we thought are especially helpful and that might not be familiar. Click through to get a sense of all the help that may be available for you online.

    Saved on 03-27-2021 - Remove
  • Great Shortcuts in Excel

    Click through for a video on great shortcuts in Excel.

    Saved on 03-27-2021 - Remove
  • IRS Introduces the New Form 1099-NEC

    Although the rules on paying freelancers haven't changed, the paperwork has. The IRS has rolled out Form 1099-NEC, which businesses must use for paying nonemployee compensation. Click through to learn how it works.

    Saved on 03-27-2021 - Remove
  • QuickBooks: Easy Tips for Solving Problems

    As with everything in life, there are shortcuts to increase efficiency. And QuickBooks is no exception. Click through to explore certain tips and tricks to writing checks and bank reconciliations.

    Saved on 03-27-2021 - Remove
  • Is This Your Situation: You're Overwhelmed Entering Data

    You're tired of wasting time and money manually entering hundreds of transactions into QuickBooks. Click through for some suggestions on greatly reducing the hours spent keyboarding.

    Saved on 03-27-2021 - Remove
  • The 7 Reasons to Hire an Accountant

    Most working professionals can use the help of an accountant. Click through for seven reasons to hire an accountant for your personal finances.

    Saved on 03-27-2021 - Remove
  • Is This Your Situation: Confused About Choosing Accounting Software

    When selecting accounting software, you have several options. How can you choose the best option for your business? Click through for some tips on getting started.

    Saved on 03-27-2021 - Remove
  • Payroll and Budgeting for Seasonal Construction Jobs

    Concerned about financial issues when work is seasonal? Click through to learn how to manage your budget in the lean months.

    Saved on 03-27-2021 - Remove
  • Wishing You Happy Holidays and a Season Filled with Peace and Joy

    Wishing you a season of peace and joy! May you enjoy warm memories with loved ones, and may the spirit of the holiday season fill your hearts. Click through for a special greeting.

    Saved on 03-27-2021 - Remove
  • Head of Household Filing: Who Is Eligible?

    When filing each year, taxpayers have to figure out what their filing status is. The head of household status is typically the most advantageous—is it right for you? Click through to find out the qualifications.

    Saved on 03-27-2021 - Remove
  • The Future of Notarization

    When it comes to signing financial and legal papers, you often have to go through the tedious process of finding a notary — and the pandemic has made that even more difficult. Click through to learn how notarization is changing.

    Saved on 03-27-2021 - Remove
  • Are Your Employees Cross-Trained?

    The COVID-19 pandemic has wreaked havoc with staffing at companies of all sizes. Can you prepare for any new disasters that lead to major layoffs? Click through for some thoughts on cross-training, which can ensure all tasks are covered.

    Saved on 03-27-2021 - Remove
  • Paid Sick and Family Leave: The Tax Rules

    More and more jurisdictions are mandating paid sick and family leave, and many companies offer it even if it's not required. But the tax rules can be complex. Click through to make sure you're in compliance when offering this popular benefit.

    Saved on 03-27-2021 - Remove
  • Advanced Pivot Table Tips in Excel

    Click through for a video on various advanced pivot table tips and tricks in Excel.

    Saved on 03-27-2021 - Remove
  • 6 Tips for Handling Virtual Layoffs

    It's never pleasant when layoffs become a necessity, and now the pandemic has turned the process virtual. Conducting layoffs through online meetings is the new norm. Click through for six ways to navigate layoffs in the virtual sphere.

    Saved on 03-27-2021 - Remove
  • New Stimulus Has Plenty for Small Business

    The pandemic relief measure provides $325 billion in small-business funds and gives businesses another bite at the PPP apple. Click through for the details on what's available to make sure you get the cash you're entitled to.

    Saved on 03-27-2021 - Remove
  • How To Raise and Maintain a Credit Score

    More than ever, in today's tumultuous world, it is important to maintain a good credit score, even while economic difficulties make it tough. Click through to learn how to build and maintain healthy credit habits in good times and bad.

    Saved on 03-27-2021 - Remove
  • Filing Taxes for the Deceased

    Tax responsibilities don't end with death. Indeed, it's an important part of the executor's job to file the deceased person's state and federal final income tax returns for the year of death. Click through to address specific tax filing responsibilities.

    Saved on 03-27-2021 - Remove
  • What's the Story With an IRS Offer in Compromise?

    An offer in compromise allows you to settle your tax debt for less than the full amount you owe. And in this complicated tax year, you may want to know more about it. Click through to understand how to take advantage of this program.

    Saved on 03-27-2021 - Remove
  • What To Know About S-Corp Returns

    S-Corps are a special kind of business entity, and they have their own special tax rules, which can get complicated. Are you making sure you're following all the filing rules? Click through for an intro to the complex world of S-Corp taxation.

    Saved on 03-27-2021 - Remove
  • SSA Announces COLA and Max Earnings for 2021

    The SSA has published its COLA increases for 2021 as well as a new ceiling for earnings subject to OASDI. Click through to learn the details on which numbers are changing — and which are not — and how you're affected.

    Saved on 03-27-2021 - Remove
  • Techniques for Custom Sorting in Excel

    Click through for a video on custom sorting in Excel.

    Saved on 03-27-2021 - Remove
  • The SEP-IRA: Just Right for Small Businesses

    Traditional pensions plans and 401(k)'s may not be appropriate for small businesses and the self-employed. However, that doesn't mean there are no other options. Click through to learn about the powerful and adaptable SEP-IRA.

    Saved on 03-27-2021 - Remove
  • Business Coaching for a New World

    Business owners are trying to thrive in a world that is very different from the way it was a year ago. Coaches may be able to observe and guide you to success. Click through to learn how to use this time-honored, and newly relevant, technique to up your game.

    Saved on 03-27-2021 - Remove
  • Stay Healthy on Office Return

    What will returning to the physical office mean for businesses and their employees? It's going to be a group effort, with both management and rank-and-file employees working together. Click through to learn how everyone can create a safe environment.

    Saved on 03-27-2021 - Remove
  • Are Your Accounts Receivable Piling Up?

    Accounts receivable are the bane of businesses even in good financial times. Now, in this difficult times, managing account receivables is more important than ever.  Click through to learn how to take control of cash flow.

    Saved on 03-27-2021 - Remove
  • Is This Your Situation: Confused About the Difference Between Categories of Workers

    Our clients or other government contractors often use "subcontractor" and "independent consultant" interchangeably; however, these terms are not synonymous. Click through to better understand the difference between these categories as well as full-time employees.

    Saved on 03-27-2021 - Remove
  • General Overview of Business Deductions

    Business expenses are the cost of carrying on a trade or business, and there may be some tax breaks there. But a lot has changed in recent months, and the rules can be complicated. Click through for an overview of business tax deductions.

    Saved on 03-27-2021 - Remove
  • Propel Productivity with QuickBooks Online Advanced

    Gain deeper insights, streamline workflows, and boost productivity for your clients.

    More insights. More flexibility. More productivity.

    Click the PHOTO to read more.

    Saved on 03-27-2021 - Remove
  • What Is a Family Office?

    You may have heard about family offices but aren't sure what they are. They are essentially firms that provide complete asset management and planning services. Are they right for you? Click through to learn what constitutes a family office.

    Saved on 03-27-2021 - Remove
  • New: Special PPP Loan Provisions for Small Businesses

    On Feb. 22, the White House published some changes to the PPP program that makes it more accessible to small businesses. Click through for details on the special application process and modifications on various restrictions.

    Saved on 03-27-2021 - Remove
  • Employment Records Retention: What Are the Federal Laws?

    Keeping employment records is not only good business practice but also legally required. The rules are specific and can get complicated. Click through for federal laws mandating employment records retention.

    Saved on 03-27-2021 - Remove
  • Why Coronavirus Might Be the Best Reason Yet to Move to the Cloud

    It’s hard to say at this point whether the building global panic surrounding COVID-19 coronavirus is justified, but one thing is certain: the disease is changing the lives of millions, possibly billions, of people. Click photo to learn more. 

    Saved on 04-22-2021 - Remove
  • Is This Your Situation: Customizing Templates in QuickBooks Online

    Your invoices, estimates and sales receipts in QuickBooks Online could use some customization, but you don’t know how to get started. Fortunately, this is not that difficult and help is available. Click through for step-by-step instructions.

    Saved on 04-22-2021 - Remove
  • Coronavirus: Why Small Businesses Still Need to Prioritize Security

    It’s overwhelming. Social distancing, guarding against the deadly coronavirus, stocking up on enough food for a potential lockdown … all the while trying to keep a small business afloat during one of the strangest and most uncertain periods of the last 100 years. Click photo to learn more.

    Saved on 04-22-2021 - Remove
  • How to Maximize Excel's Show Formulas Feature

    It sometimes seems as if Excel's formulas are hidden. This can be a problem if you inherit someone else's spreadsheet -- what are its mysteries? Click through for a reveal feature that can save you hours.

    Saved on 04-22-2021 - Remove
  • Know Your IRS Rights

    Anyone who has received a tax audit knows the terror of imagining a meeting with the IRS. But it's not a one-sided fight! Click through, take a deep breath and read about your protections in the Taxpayer Bill of Rights.

    Saved on 04-22-2021 - Remove
  • 5 Ways to Lower Your SUTA Tax Rate

    An employer’s SUTA tax rate is susceptible to fluctuation. If yours is escalating, contrary to popular belief, you actually might be able to reduce it! Click through for five strategies to curb your SUTA tax rate.

    Saved on 04-22-2021 - Remove
  • Use Apprentices at Your Business

    An apprentice system is not a 19th-century relic. It is working today in a win-win situation for businesses and employees. Click through for more on this training concept that can help your business prosper.

    Saved on 04-22-2021 - Remove
  • Fixed-Rate Versus Adjustable-Rate Mortgages: Pros and Cons

    Home mortgage loans come in two flavors: fixed rate and adjustable rate. Which is right for you? It's not always an easy answer. Click through to see the pros and cons, which are based on costs and your long-term plans.

    Saved on 03-24-2021 - Remove
  • How to Handle COVID-19-Related Layoffs

    It's a double hit: The new coronavirus has led to the enforced shuttering of many businesses, and the resulting market plummet has led to major retrenchment elsewhere. Click through for some help in managing layoffs at your company in these extraordinary times.

    Saved on 03-24-2021 - Remove
  • Welcome to Siegel Solutions Newsletter!

    Welcome to our firm's newsletter! We plan to give you helpful information every two weeks. Click through to learn all about the valuable free information we'll be sending.

    Saved on 03-24-2021 - Remove
  • Special Report: How to Manage Cash Flow

    Special Report: How to Manage Cash Flow

    Saved on 03-24-2021 - Remove
  • Using Excel's VLOOKUP Function for Exact Matches

    It's one of the most useful features of Excel, but can seem a little confusing. Still, it's worth taking the time to learn it, and it's easier than you thought. Click through for some tips on the VLOOKUP function.

    Saved on 03-24-2021 - Remove
  • How to Track & Pay Sales Tax

    Click through for a video on how to track & pay sales tax in QuickBooks.

    Saved on 04-10-2021 - Remove
  • Combine Data from Multiple Sheets in Excel

    Click through for a video on how to combine data from multiple sheets, an advanced pivot table technique in Excel.

    Saved on 04-10-2021 - Remove
  • Construction: How to Manage Your Cash Flow

    Uncovering where your cash comes from and where it goes can be eye-opening — especially in a complex business like construction. Click through to learn how to use cash flow to effectively manage your business.

    Saved on 04-10-2021 - Remove
  • Can Employers Mandate Vaccinations?

    Vaccinations may be the key to jump-starting the economy, but not everyone is convinced. What can a company do if employees refuse to get vaccinated? Click through for an introduction to this thorny legal issue.

    Saved on 04-10-2021 - Remove
  • What's in the New 2021 Stimulus Bill?

    The American Rescue Plan Act has been much tweaked and much debated. But what's actually in it and who benefits from it? Click through for a summary of the main provisions of this landmark 600-page bill.

    Saved on 04-10-2021 - Remove
  • The EITC: Helpful But Misunderstood

    The earned income tax credit gives an enormous helping hand to working families, but many wrongly assume it doesn't apply to them. Click through for insights into the powerful EITC to learn if you can take advantage of it.

    Saved on 05-08-2021 - Remove
  • Learn the Ins and Outs of Payroll Deductions

    With a mix of state and federal rules, figuring out what to deduct from your employees' wages can get complicated. Click through for an overview of the taxes you have to deduct, and other paycheck issues.

    Saved on 05-08-2021 - Remove
  • Tips for a Quicker End to Your Mortgage

    All homeowners look forward to the day when their mortgages end. With a little planning, you can make that day come sooner. Click through for some advice on how to pay off your mortgage sooner than you expected.

    Saved on 05-08-2021 - Remove
  • What Is OCBOA — and Can It Work for Your Business?

    U.S. Generally Accepted Accounting Principles — GAAP — is not the only game in town. Other Comprehensive Basis of Accounting might be a better choice for your business. Click through for the details so you can make the right choice.

    Saved on 05-08-2021 - Remove
  • Coronavirus: Remote Work from Virtual Offices Could Go on for Months or Longer

    Accounting firms and other types of small businesses face different kinds of challenges every day, but right now they’re both having to prioritize one initiative: enabling employees to work from home. Click photo to learn more. 

    Saved on 06-02-2021 - Remove
  • Is This the Right Time to Build an E-Commerce Business?

    The idea of launching a new business in the midst of the COVID-19 pandemic may seem like a radical thing to do. In the long run, however, it may help to keep your business viable well into the future. Click through for some compelling advice.

    Saved on 06-02-2021 - Remove
  • QuickBooks Advanced

    If you’re a growing business seeking more organized financial and accounting in the cloud, QuickBooks Online Advanced was built just for you...Click PHOTO or TITLE for more...

    Saved on 06-02-2021 - Remove
  • PPP Loan Update 6/4/2020: 

    The U.S. Senate passed the Paycheck Protection Program Flexibility Act of 2020 and it is expected to be signed by the President over the coming days...Click PHOTO or TITLE for more...

    Saved on 06-02-2021 - Remove
  • Budgeting Tips for Managers

    It may not be the most entertaining part of your job, but it's often one of the most essential: budgeting. Is there a way to make it less painful? Click through for some tips on managing your department's budgeting responsibly.

    Saved on 06-02-2021 - Remove
  • Is This Your Situation: You Need To Get Information From Your Financials

    There's a lot of great business intelligence buried in your financials, if you know where to look and how to interpret it. Click through to learn how to get value from your profit and loss statements, balance sheets and past tax returns.

    Saved on 06-16-2021 - Remove
  • What Retirement Plans Must Report

    Once you offer retirement plans, you'll have reporting and disclosure requirements — reports and forms that the IRS and the Department of Labor want to receive. Click through to see how your obligations depend on the type of plan.

    Saved on 06-16-2021 - Remove
  • Steps to Business Profitability

    Profitability determines whether your business stays in business. That seems obvious, but it's more complicated than it seems. Click through to learn about the different ways to analyze profitability.

    Saved on 06-16-2021 - Remove
  • Reskilling and Upskilling: Employee Retention Tools

    The pandemic has made employees anxious about the future. However, helping employees gain new skills that are likely to be necessary in the post-COVID-19 landscape can make them not only more productive but also less anxious and likelier to stick with your company. Click through to read more about what company leaders can do to make their employees feel more secure.

    Saved on 06-16-2021 - Remove
  • Business Insurance Primer

    The most common insurance policy for small business is the Business Owner's Policy (BOP). What exactly does it include? Click through to learn how to combine coverage for property and liability insurance risks into one package.

    Saved on 06-16-2021 - Remove
  • What Consumers Need to Know About HIPAA

    Keeping patient information private is the basic idea behind the Health Insurance Portability and Accountability Act (HIPAA), and the pandemic has once again highlighted this important rule. Click through to learn its privacy and security requirements.

    Saved on 06-16-2021 - Remove
  • Is This Your Situation: Considering Outsourcing Bookkeeping

    Is the burden of managing your own bookkeeping catching up to you? Are you wondering whether there's a more efficient solution? Click through to get rid of the dreaded task of keeping numbers up to date with outsourcing services.

    Saved on 06-16-2021 - Remove
  • Learn About Property Tax Calculations

    So many homeowners pay property taxes, yet few give a lot of thought to how the local taxing authority figured out the amount. Click through to understand how the system works, so you can see if your assessment is accurate.

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  • How Not To Look Bad On Zoom

    The word is out — the right lighting can make a big difference in how you look on your video calls. The good news is that you don't need to be a pro to look great! Click through for advice on lighting to make you feel better about those online meetings.

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  • What Is GAAP?

    GAAP refers to a common set of accounting principles, standards and procedures issued by the Financial Accounting Standards Board. Click through to see how it can improve the way companies can communicate their financial position.

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  • DOL Withdraws Independent Contractor Rule

    In January 2021, the Department of Labor issued a rule clarifying the standard for employees versus independent contractors under the Fair Labor Standards Act. It has now withdrawn the rule. Click through for a review of what this means.

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  • Is This Your Situation: You Need Accurate Monthly Financials

    Do you want to make sure you're getting accurate and actionable financial reports each month? Click through to learn how to get an overview of your company's financial status so you can map out future plans.

    Saved on 06-16-2021 - Remove
  • Nonresident Aliens and Tax Returns

    Are you a nonresident alien engaged in a trade or business in the United States? There are some special tax rules for you. Click through to learn about what your responsibilities are and the basics of Form 1040-NR.

    Saved on 06-25-2021 - Remove
  • How To Be a Manager

    Few people train to be the boss. More often, they're promoted to a management position because they did well in a lower-level job. Soon they find that management requires a completely new set of skills. Click through to read some hard-earned advice on how to be a manager.

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  • Tax Treatment for Family Members Working in the Family Business

    When you include family members in your business operations, there are tax treatments and employment tax rules that need to be applied. Click through to learn the right way to hire a family member.

    Saved on 06-25-2021 - Remove
  • How to Choose a Guardian for Your Child

    Although no one likes to think about it, an important responsibility of parenthood is making sure your children are provided for if you're not around. Click through for a quick guide to making those crucial plans.

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  • How To Handle Cash Payments

    There's nothing wrong with dealing in cash, but you do need to know that cash transactions of more than $10,000 need to be reported to the IRS. Click through to get facts about reporting such payments.

    Saved on 06-22-2021 - Remove
  • Good Habits Prevent Identity Theft

    As more and more of our life is lived online, it’s more important than ever to protect your accounts and information. It’s especially vital when tax season rolls around. Click through to learn why that is and how to protect yourself.

    Saved on 07-01-2021 - Remove
  • What To Know About Pricing Strategies

    It can be one of the hardest aspects of starting and running a business: deciding how much to charge. You want to be competitive, but you also need to show a profit. Click through to learn how to think strategically about pricing.

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  • Is This Your Situation: Feeling Overwhelmed by Payroll

    There are few things more important in your company than ensuring that every employee is paid the right amount and on time. But handling this uses up a lot of your workweek. Click through to learn about the possibilities of outsourced payroll.

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  • Is This Your Situation: You're Overwhelmed by Financial Duties

    Although you may be pleased your company has grown so quickly, you likely are now spending more time managing finances instead of managing sales. Click through to learn how to solve your problem without adding staff.

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  • How to Indirectly Edit PDF Documents in Excel

    You may commonly receive PDF reports with data, but how to do you get the information into Excel? Third-party tools can be awkward, but Excel can do the trick. Click through to see how Excel can "translate" PDF.

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  • It's Time To Check Your Withholding

    You may have been advised to check your tax withholdings at least once a year. But in 2021, considering all the pandemic-related changes, it’s a good idea to check more frequently. Click through for some IRS withholding advice to forestall any surprises at tax season.

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  • Retirement Plan Startup Costs Tax Credit

    You may be able to claim a tax credit of up to $5,000 when you set up a SEP IRA, a SIMPLE IRA or a 401(k) plan. Click through to see how the tax credit reduces the amount of taxes you owe.

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  • Reverse Mortgage: Right for You?

    A reverse mortgage can be the perfect solution for seniors who want to stay in their homes, but there are some long-term drawbacks. Click through for a review of the pros and cons of this popular financial technique.

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  • FLSA Mistakes To Avoid

    Most employers must adhere to the Fair Labor Standards Act. But the FLSA can be complex — and mistakes are common and costly. Click through for a quick list of common FLSA errors you should avoid.

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  • How to Track What Customers Owe You

    Click through for a video on how to track what customers owe you in QuickBooks.

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  • Is This Your Situation: You Don't Know How to Figure Out Your Breakeven Point

    As a business owner, it is essential to know how much you need to sell to cover all of your costs. Click through to learn how to perform this important task using QuickBooks.

    Saved on 07-30-2021 - Remove
Siegel Solutions Inc
Siegel Solutions Inc
(781) 487-7000
info@siegelsolutions.com
144 Gould Street Suite 205
Needham, MA 02494
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Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisers. Before making any decision or taking any action, you should consult a professional adviser who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.
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