You’ve finalized your business plan. You’ve acquired capital and assembled a rock-star team. You’ve designed your logo and set up your social media handles. You’re ready to launch your business. Or, are you? The thrill of starting a business can be overwhelming. But amid the frenetic joy and anticipation, it’s important to give attention to […]
3 Must-Have Professionals for Your Estate Planning Team
By Cindy McLagan, EA Estate planning is the process of determining what will happen to your funds, assets, and general finances after your death. While it may not be the most pleasant thing to think about, JAK estate planning services helps ensure your wishes are carried out in the future. A wise first step is […]
Meet Our Newest Accountants
There’s a lot going on at JAK as we head into a new year. One item on our to-do list we’re particularly excited about is to “introduce our newest staff accountants.” Yes, that’s right—within the past few months, we’ve added three new members to our tax and accounting team. Read on to get acquainted with […]
4 Things Every Taxpayer Should Know About Estimated Income Taxes
By Chris Bertz, CPA, MBT The IRS requires individuals who earn income that is not subject to withholding, such as earnings from sole proprietors, partnerships and S-corps, interest, dividends, rents, and alimony, to pay quarterly estimated tax payments, also known as “estimates.” If these payments are on your to-do list, here are a few things […]
Benefits of Using a Corporate Trustee
By Brenda K. Lowe, CPA, PFS Naming a trustee to manage your estate can be a difficult decision. Many choose a family member, such as an adult child, a friend, or even a neighbor to assume the role. But naming a loved one as a trustee can cause complications over time. Not only is the […]