Cash Flow Planning for Life - Helping you reach your personal & professional financial goals.

Cash Flow Planning for Life

Helping you reach your personal & professional financial goals.

Tax planning and investment planning are important to your financial future.

013 & Beyond Tax Planning

Staying on top of your financial plan and meeting with your tax and investment advisor more than once a year are beneficial steps to take now to…

Read the rest of this entry »

13: Advice When Going Through a Divorce

Posted by Mark On May 15th

The most important part and most difficult part of going through a divorce is trying to keep the emotion and anger out of the process.

Going Through a Divorce

You are both going to lose. The only party that wins in a nasty divorce is the attorneys. The more anger and emotion are involved, the higher the cost goes. I have been involved in cases with average, everyday people with gross incomes of less than $100,000, who end up spending $60,000 to $80,000 in professional fees. Where does that money come from? Both parties usually incur debt, or it is taken from money saved for the children. Read the rest of this entry »

Tax Deductions and You – What You Need to Know

Posted by Mark On February 8th

Tax Deductions and You - What You Need to Know

Over the past couple of months we have provided tips about tax deductions. Whether you are familiar with taxes and accounting or not, we hope you have learned more about what is deductible and what is not. In case you haven’t read this information, you can download it as a FREE eBook by clicking the picture above. Or simply read on and we’ll give you a summation of our posts on what you need to know about tax deductions.

Read the rest of this entry »


According to the DC district court the answer is no.  The court’s decision was based on the facts that the plan administrator didn’t intentionally misclassify the workers and the 401(k) and cafeteria plan documents specified that anyone reclassified as an employee by a court or the IRS wouldn’t receive benefits.  Based on the case it would be wise to review your plan documents with legal counsel to insure being tripped up by this in the future.

Here are 3 more tips to help you sit pretty in retirement. If you need additional assistance with your retirement planning please contact me online or call (239) 384-9688.

Naples & Fort Myers CPA

This information is based on facts, assumptions and representations as stated and authorities that are subject to change. We will not update this information for subsequent legislative or administrative changes of future judicial interpretations.
LEGAL NOTICE AND DISCLAIMER: The information within this blog is for informational and educational purposes only and is not tax advice and should not be used as such. The facts of each individual situation can have significantly different outcomes when applying tax law. The hiring of a CPA is an important decision not to be based solely on advertisements.

TIpped Employee Laws Set under the Fair Labor Standards Act

If you own a restaurant and your employees are tipped, listen up! This post specifically applies to you as it pertains to the new tipped employee laws set forth by the Fair Labor Standards Act.

Read the rest of this entry »