Rashida Turra

April 1, 2025

The Silent Killer of Your Business: Why You Need to Check Your Credit Score Monthly

A bad credit score is like a hidden leak in your business’s financial foundation. It can silently drain your resources, costing you thousands of dollars in […]
April 1, 2025

STOP Losing Money! The Tiny QuickBooks Online Box Costing Businesses BIG Time!

Picture this: You send out invoices, see them marked “paid” in QuickBooks Online (QBO), and breathe a sigh of relief. Job done, right? Wrong! I recently […]
April 1, 2025

Strategic Tax Planning: Utilizing Appreciated Stock Gifts for Beneficiary Tax Optimization

A frequently overlooked strategy for tax optimization involves the gifting of appreciated stock to adult beneficiaries. This method can potentially yield significant tax advantages, particularly for […]
April 1, 2025

Ensure Accurate Tax Filing: The Document Checklist Your CPA Needs

The clock is ticking! Tax season is upon us, and while the official filing deadline might seem far off, there’s a crucial date looming: March 17th. […]
March 31, 2025

Taxes on Your Mind? Don’t Just File, Plan!

It’s that time of year again. Taxes are top of mind for many, and while filing your 2024 return is important, don’t make the mistake of […]
March 31, 2025

Stop Mixing Your Money! Why Separate Bank Accounts Are Crucial for Your Business

Ever feel like your business finances are a tangled mess? One of the biggest culprits is mixing personal and business funds. It’s a common mistake, but […]
March 25, 2025

Strategic Retirement Planning: Maximizing Roth IRA Benefits in 2025

Effective retirement planning necessitates leveraging tax-advantaged vehicles. The Roth IRA offers significant potential for tax-free growth and withdrawals, crucial for long-term financial security. Understanding the 2025 […]
March 25, 2025

Are You Ahead or Behind? A Simple Financial Check-Up for Your Business

When was the last time you took a good, hard look at your business financials? It’s easy to get caught up in the day-to-day, but regularly […]
March 1, 2025

New York State Pass-Through Entity Tax (PTET) Election: Key Considerations for 2025

As tax season approaches, eligible partnerships and S corporations should prepare for the New York State Pass-Through Entity Tax (PTET) election. The deadline to opt-in for […]