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Small Business

How to Lower Your Taxes – A Guide for Independent Contractors and the Self Employed

Submitted by JMB Financial Managers on September 17th, 2020

Starting your own business is not an easy task. It comes with many challenges and obstacles, preventing many people from even trying it. For those who do set up their own shop and make a go of it alone, there can also be many benefits. Paying fewer income taxes is one of the most powerful.

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  • Small Business
  • Taxes
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Record Retention Guidelines for Business Owners

Submitted by JMB Financial Managers on March 17th, 2020

Tax season is in full swing again and I often get asked how long business owners should retain their tax and business records. Unfortunately, there is no hard and fast answer to this question.

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  • Small Business
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10 Signs You’re Ready to Incorporate

Submitted by JMB Financial Managers on February 19th, 2020

Deciding upon whether or not to incorporate your business can be nerve-wracking. Even if you've done your research and understand what it means to incorporate your business, you may still be unsure about moving forward.

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  • Incorporating
  • Small Business
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A Solution to Independent Contractors Biggest Dilemma: To Incorporate or Not?

Submitted by JMB Financial Managers on January 23rd, 2020

Perhaps no two questions spark more debate and conflicting answers between accountants, attorneys, and financial planners than, “Should I incorporate?” and “When does it become worth it to incorporate?”

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  • Incorporating
  • Small Business
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3 Year-End Tax Moves for Small Businesses

Submitted by JMB Financial Managers on December 16th, 2019

Year-end is quite possibly the most hectic time for small business owners. It’s a time of measuring how the business did the previous year and planning for the one ahead. In the midst of that, don’t forget you should also be making year-end tax moves to help reduce your tax bill to end the year as fiscally responsible as you possibly can.

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  • Small Business
  • Taxes
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6 Steps for a Simple Year-End Financial Review

Submitted by JMB Financial Managers on November 20th, 2019

It’s that time of year again! The days are shorter but that doesn’t mean there is any less to get done. As the end of the year quickly approaches, I wanted to take the time to share with you a bit of advice I give each of my clients this time every year.

Tags:
  • Financial Planning
  • Small Business
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3 Simple Tips to Protect Your Personal Information Online

Submitted by JMB Financial Managers on October 17th, 2019

I sometimes find myself in conversations with clients who tell me how important it is for their personal information, including their finances, to be protected. As business owners, you have even more on the line than individuals. If you’re like most, you want to make sure you’re implementing the right steps and practices to protect your information, especially in today’s digital age.

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  • Asset Protection
  • Small Business
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Getting Legal Assistance in Choosing the Best Business Entity for your Business

Submitted by JMB Financial Managers on August 8th, 2018

Authored by: Andy Gale, Guest Author 

Are you planning to start a business in California?  If yes, then there are several decisions and actions that you need to go through with careful attention.  There may be many resources available, but there are also many drawbacks and difficulties along the way.  You must anticipate these things, so you can diligently consider every decision you make for your business's future.  

Tags:
  • Incorporating
  • Small Business
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Voluntary Benefits are a Cost Effective Way to Add Value to Employees’ Lives.

Submitted by JMB Financial Managers on May 7th, 2018

Employees are the backbone of your organization. If you’re like most employers, you’d love the opportunity to do more for the employees that already do so much for you. Offering a robust benefits plan to your employees is the perfect way to do this.

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  • Small Business
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Do You Offer Identity Theft Protection to Your Employees?

Submitted by JMB Financial Managers on March 18th, 2018

Authored by: Bridget Quijada

When was the last time you heard about a data breach or saw identity theft scroll across your screen as a headline? Probably way too recently. For me, it was just this evening on the news, another somber sounding anchor reporting on why consumers should be careful about giving out credit card information online.

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  • Asset Protection
  • Small Business
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.Additional advisory services offered through JMB Financial Managers, a registered investment adviser.

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