by Mark Perlberg, CPA | Uncategorized
No business management technique is sacred anymore. And rightly so.In my world, there’s been a trend in recent years with businesses moving away from traditional, fixed budgets towards more flexible approaches. I think that could be said for most tasks within business...
by Mark Perlberg, CPA | Uncategorized
When I see relevant stats that my Fulton County business owner friends should know about, I’m going to share them with you. (You already know I’m a numbers person, after all.)But first, a quick note about end-of-month tasks.If you haven’t gotten all of last month’s...
by Mark Perlberg, CPA | Uncategorized
Firstly — a quick reminder that we’re reaching the end of the month, which means getting your monthly reporting done.. Send us anything we’ve been asking for … by the 1st? :)Second — Have you reported your Beneficial Ownership Information to FinCen yet? If...
by Mark Perlberg, CPA | Blog
The marriage of Real Estate and exceptional Tax Planning is your vehicle to financial freedom and getting the life you want. In fact, the best investment you may ever make could be tax planning…IF you have a collaborative relationship with the right tax team. Real...
by Mark Perlberg, CPA | Blog
A Tax Lot is the recorded details of a security acquisition. Each acquisition on different dates or with different prices represents a new tax lot. Tax lots show cost basis information for positions. By Tax Lot Matching investors can specify which specific shares of a...
