Change Your Money Mindset Today for Growth Tomorrow Money doesn’t make the world go ‘round; how it’s managed does. While a positive money mindset may not result in a lucky windfall, it will put you on the path to a better relationship with your finances. Learn how...
A Comprehensive Guide to Emergency Preparedness Emergencies can strike at any moment. Being prepared for emergencies is essential for navigating them safely and reporting with accuracy. In this article from Rodrigues, Drum & Company, we’ll explore the essential...
The new BOI reporting requirements The new BOI reporting requirements, effective January 1, 2024, apply to domestic and foreign companies created or registered to do business in the US by filing a document with the Secretary of State (or similar office). While...
End of Year Bonuses With the end of the year fast approaching, many companies issue bonuses at the end of the year to their employees. Please keep in mind that bonuses to employees are treated as payroll and taxes must be withheld. Also keep in mind that bonuses to...
What is a lame duck and what does it have to do with Congress? We’ll have some political lame ducks this year, and Congress will convene a lame duck session after the November election. A quick reminder about lame ducks: A member of Congress who lost his or her bid...
Identify Shares you are Selling You can often manage the size of your gain or loss when you decide to sell some, but not all, of a particular stock or mutual fund. To do this, you must have kept good records of the date and the price for each share purchase. By...
