by Wheeler Bi CPA | Jan 15, 2023 | Business plans, Economics, Finance & accounting, Uncategorized
By Lori Schock, Director of the SEC’s Office of Investor Education and Advocacy It’s tax time. If you’re fortunate enough to be getting a tax refund this year there are countless ways you can spend the money−going on a vacation, buying a car, or upgrading your...
by Wheeler Bi CPA | Jan 11, 2023 | Finance & accounting
By Lori Schock, Director of the SEC’s Office of Investor Education and Advocacy As we all get ready for the New Year and think about making some resolutions, consider including some investing resolutions as part of your plan. Many of us resolve to live a more healthy...
by Wheeler Bi CPA | Jan 6, 2023 | Business plans, Finance & accounting
By Lori Schock, Director of the SEC’s Office of Investor Education and Advocacy Your first reaction during a time of market volatility may be to panic. Don’t. Instead, plan it! Various events can cause market fluctuations−pandemics, shifts in government policies,...
by Bob Wheeler | Jan 1, 2023 | Finance & accounting
Many people use a tax professional to prepare their taxes. Anyone who prepares, or assists in preparing, all or substantially all of a federal tax return for compensation is required to have a valid Preparer Tax Identification Number (PTIN). All enrolled agents must...
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