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SEP IRA’s & Tax Savings – Did You Know?

SEP IRA’s and tax savings – did you know that there are tax savings strategies involved with Simplified Employee Pension Plans? Out of the Box Wealth Advisors knows it! But that’s no surprise to us over at Out of the Box Technology. No surprise because our sister company specializes in small business investment strategies and all things related to wealth maximization. Good to know, right? But not what this article is about.

SEP’s, short for Simplified Employee Pension Plans, are great tools because they benefit both employees AND employers. These plans are available to companies of any size, ideal for small business, and come with tax saving benefits.

In this article, our SmartVestor Pros at Out of the Box Wealth Advisors are going to explain what a SEP is. Additionally, they are going to discuss a few tax saving benefits involving SEP’s. This is valuable information for small business owners who want to maximize their wealth while reducing taxable income. More importantly, this is valuable information for small business owners who want to simultaneously provide more wealth for their employees.

Read on to learn more about SEP IRA’s, tax savings, and how small business owners can take advantage of this win/win retirement strategy.

Tech Tuesday Recap: Payment Reminders in QuickBooks® 2020

Our recent Technology Tuesday on the new QuickBooks features for version 2020 highlighted multiple features. We did a deep dive, not too long ago, on a key feature: Find a Company File option in the “No Company Open” window. Another key feature – Customer Payment Reminders – aids your business’ accounts receivable workflows in QuickBooks.

Tech Tuesday Recap: Best Practices to Maximize Cash Flow

Today’s Technology Tuesday insights have been percolating for a few hours. The presentation took us on roads toward jewels of financial insight. Some were principles long held in business, while others got to minute details around inventory and personnel management; the latter two made a teammate chuckle – while reminiscing of a college lecture on the equilibrium between “hiring/firing”. While this is an important business aspect, there were others meriting equal attention. Let’s journey, a little, shall we?

UDAS for QuickBooks® Desktop Cheat Sheet – Data

Each stage in UDAS (User | Data | Application | System) has many steps.

For example, uncovering your QuickBooks User as the root cause can boil down to the individual QuickBooks User, or the Windows user profile. The number of steps often are directly proportional to your computing infrastructure’s complexity.

Data is no different. The steps to determine root cause aren’t as ambiguous Let’s dive in, shall we?

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