Rubin, Koehmstedt & Nadler

This is a time of the year when we reflect on what we have and what we can do to help others less fortunate than us. If you decide to help, you should know that you may be able to make your money go further when you use tax-efficient ways to make your charitable gifts.

'Tis the Season for Giving -- to Charity This

While managing remote and hybrid workers bears many similarities to managing fixed-base teams, it also has some unique aspects. Here are several best practices you may want to consider and apply to your own situation, no matter your level of experience in prior management of remote workers.

Managing Remote and Hybrid Workers Whet

Tax Credit Opportunities

Tax deductions aren't the only things to consider when looking for ways to reduce your tax bill. There are a number of tax credits that you may be able to claim. A tax credit reduces your tax liability dollar for dollar (and, in some instances, may be fully or partially "refundable" to the extent of any excess credit).


Read more here:

Tax Credit Opportunities Tax

Join us next Thursday, January 23, 2025 at 11am EST, for a live 2025 Tax Update co-led with our friends at Veritas Financial.

We will be reviewing many of the provisions in the Tax Cuts and Jobs Act of 2017 which could be sunsetting at the end of 2025 along with other important 2025 tax updates which could also impact you this year.

We’ll be sharing lots of information and hopefully having a bit of fun along the way!

Here is the link for the webinar. I hope you can attend!

Join Webinar Here -

Join our Cloud HD Video Meeting Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom Rooms is the original software-based conference room solution used around the world in board, confer...

In the quest for financial security and growth, many investors look to diversify their investment portfolios. This article explores the benefits of including real estate in a diversified investment portfolio, the various forms of real estate investments, and key considerations for investors.

The Role of Real Estate in a Diversified Investment Portfolio In the quest for financial security and growth, many investors look to diversify their investment portfolios. While traditional assets like stocks and bonds play a significant role in this strategy, real estate is increasingly recognized as a valuable component. This article explores the benefits of...

As your business grows, one of the most important decisions you'll face is how to expand your team and manage increasing workloads. This article explores the key factors to consider when deciding between outsourcing and hiring to help you make the best decision for your business.

Outsourcing vs. Hiring: How to Decide What's Best for Your Business As your business grows, one of the most important decisions you'll face is how to expand your team and manage increasing workloads. Should you hire full-time employees, or would outsourcing specific tasks make more sense? Both approaches have advantages and drawbacks, and the right choice depends on...

The Alternative Minimum Tax (AMT) is a separate tax system designed to ensure that individuals, especially those with high incomes, pay at least a minimum amount of tax. Understanding how the AMT works and how it could affect you is essential for effective tax planning.

Navigating the Alternative Minimum Tax (AMT): What You Need to Know The Alternative Minimum Tax (AMT) is a separate tax system designed to ensure that individuals, especially those with high incomes, pay at least a minimum amount of tax. Originally created to prevent the wealthiest taxpayers from using loopholes and deductions to avoid paying taxes, the AMT can impa...

When it comes to managing your money, saving and investing are two essential strategies that serve different purposes. Knowing when to save and when to invest is key to building financial security. Here’s what you need to know.

The Difference between Saving and Investing When it comes to managing your money, and are two essential strategies that serve different purposes. Knowing when to save and when to invest is key to building financial security. Here’s what you need to know.

The IRS makes the rules, but it also grants taxpayers ten basic rights. Do you know what they are?

Do You Know Your Rights as a Taxpayer? The IRS makes the rules, but it also grants taxpayers ten basic rights. Do you know what they are?

Running a business is demanding, but saving for retirement is equally important. Here are some practical tips for entrepreneurs to balance both.

Retirement Saving Tips While Running a Business Running a business is demanding, but saving for retirement is equally important. Here are some practical tips for entrepreneurs to balance both.

Running a small business is a demanding task that requires careful attention to various aspects, including finances. Here’s why keeping these expenses distinct is important.

Separating Business and Personal Expenses Running a small business is a demanding task that requires careful attention to various aspects, including finances. One of the most critical financial practices is separating business and personal expenses. While it may seem like a minor detail, this separation is essential for the financial health...