by John Cataldo | Oct 5, 2023 | Uncategorized
Overhead is classified as ongoing business expenses not directly attributed to creating a product or service, and there’s no exception to needing to cut overhead in a dental practice setting. According to an article on Dental Economics, “The largest...
by John Cataldo | Aug 7, 2023 | Uncategorized
Working more than one job can help maximize income, but also potentially create a tax surprise. Here are several be aware of: Social Security Surprise: As a full-time employee, the most you’ll have to pay in Social Security taxes in 2023 is $9,932. The problem...
by John Cataldo | Jul 20, 2023 | Uncategorized
Regardless of your career choice or age, having a solid credit score will help immensely throughout your life. Here are some tips to build good credit: – pay loans on time, every time – don’t get too close to your credit limit: under 30% is ideal...
by John Cataldo | May 8, 2023 | Uncategorized
The home gain exclusion is one of the most generous tax breaks available to taxpayers, providing the ability to exclude up to $250,000 ($500,000 married) in capital gains on the sale of your personal residence. Here is what you need to know. Background As long as you...
by John Cataldo | Mar 15, 2023 | Uncategorized
The SECURE Act 2.0, passed by Congress in late 2022, features numerous ways for you to save more money in your tax advantaged retirement accounts. Here are several of the bill’s provisions and what they mean for you. Money can continue to grow tax deferred. If you...
by John Cataldo | Feb 8, 2023 | Uncategorized
Financial goals make it possible for you and your partner to achieve the things you dream about. Here are several action items to create – and achieve – financial goals as a couple: Start talking sooner rather than later. Finances can be hard to talk about....
