Strategizing Your Inland Empire Business’s Cash Flow Plan For 2019

2018 is FINALLY over, and we have a brand new year ahead of us … and it feels pretty great. The year ahead is full of possibilities for your Inland Empire business, and we are so privileged to walk alongside you in the financial aspects of these possibilities. And there’s a very good chance that we can do MORE than … Read More

Ursula GarrettStrategizing Your Inland Empire Business’s Cash Flow Plan For 2019

A Inland Empire Business Owner’s Holiday Prayer

Here we are, smack in the middle of the Inland Empire holiday season, and not only is the federal government shut down for the foreseeable future, but the political and cultural logjams are becoming ever more entrenched. At least we have these holidays. But then I realize — even these can so easily become stressful. And that might be because … Read More

Ursula GarrettA Inland Empire Business Owner’s Holiday Prayer

Why Inland Empire Business Owners Should Excel in Year-End Giving

I wrote something similar to what I’m about to offer you today for our individual/family clients recently, but it occurred to me this morning that YOU, as a successful Inland Empire business owner, might especially benefit from the perspective that I’d like to offer you. You see, I’m writing today about giving … and why it might actually be in … Read More

Ursula GarrettWhy Inland Empire Business Owners Should Excel in Year-End Giving

Key Year-End Tax Moves Inland Empire Businesses Should Consider

There are so many things for Inland Empire business owners to consider at the end of the year. From year-end profitability analysis, to staff bonuses, to marketing initiatives to capture year-end spending … do not neglect this wonderful opportunity for the calendar to work in your favor. Especially when it comes to marketing and sales: the opportunity to bring in … Read More

Ursula GarrettKey Year-End Tax Moves Inland Empire Businesses Should Consider

What Success Looks Like In Reality For Inland Empire Businesses

Lots of email responses and activity were prompted by last week’s note on the new 20% deduction for pass-through entities (if you didn’t get it or missed it, shoot me a note by clicking the email button at the top of the page and I’ll forward it along), and we’re knee-deep in the year-end moves that this final month of … Read More

Ursula GarrettWhat Success Looks Like In Reality For Inland Empire Businesses

Can I Take the Section 199A Deduction For My Inland Empire Business?

Lots of business owners have been contacting us of late, as we’ve developed a bit of a reputation around the Inland Empire area for helping business owners save a bundle on their taxes. And many of the business owners in Inland Empire that we’ve talked to have a similar question: Can I take the new 20% deduction for qualified business … Read More

Ursula GarrettCan I Take the Section 199A Deduction For My Inland Empire Business?

Ursula Garrett’s Thanksgiving Thank You To Inland Empire Business Owners

It’s Thanksgiving week, which definitely seems to have come too fast this year. Because of the holiday, things are a bit slower — but not by much. With so many changes for the business owner in this year’s tax code, we’re having lots of conversations with clients in Inland Empire who are taking proactive steps to get ahead of the … Read More

Ursula GarrettUrsula Garrett’s Thanksgiving Thank You To Inland Empire Business Owners

Six Underlying Needs For Effective Small Business Planning In Inland Empire

So last week, I began the conversation around those foundational items of necessity for a “real” business that many business owners in Inland Empire don’t quite take into consideration when they first get started. These are the sort of things that can be the difference between a long-term, sustainable business versus one that gets sunk. And yes, these issues are … Read More

Ursula GarrettSix Underlying Needs For Effective Small Business Planning In Inland Empire

Ursula Garrett’s Essentials On Small Business Insurance Coverage

“Go start a business!” they said. “It’ll be fun and you’ll make a lot of money!” they said. “FLEXIBILITY!” “BE YOUR OWN BOSS.” But then … well, you are your own boss now. And there are so. many. things. to think about beyond what you got into your business to actually do. It’s time to put on your grown-up pants, … Read More

Ursula GarrettUrsula Garrett’s Essentials On Small Business Insurance Coverage

Leading Through Change In Your Inland Empire Small Business

Goodness gracious, has there ever been change this year. I’m mostly referring to all of the new regulations in the tax code: the fact that strategies that “used to work” to reduce our clients’ tax burdens might not work in the same way as they did in the past. Politics change, cultures change, and what is happening in YOUR Inland … Read More

Ursula GarrettLeading Through Change In Your Inland Empire Small Business