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What Should Small Business Owners Know About Data Privacy Obligations?

Submitted by Neville Associates on December 27th, 2022

Each year, some of the biggest companies in the world fall victim to data breaches—in 2020, this list included Microsoft, Facebook, and Instagram. But just because small businesses aren't dealing with billions of electronic records like Amazon or Google doesn't mean they aren't just as vulnerable to data breaches.

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College Cost Data for 2022-2023 School Year

Submitted by Neville Associates on December 27th, 2022

Every year, the College Board releases  new college cost data and trends in its annual report. The figures published are average cost figures based on a survey     of approximately 4,000 colleges across the country.

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Don't Miss Out on These 5 Commonly Overlooked Tax Deductions

Submitted by Neville Associates on December 27th, 2022

When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer working in the gig economy. The Internal Revenue Service (IRS) allows you to claim tax deductions for expenses that are necessary and ordinary for your business.

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Get SMART with Your New Year’s Resolutions

Submitted by Neville Associates on December 27th, 2022

Many of us set resolutions every New Year’s Day. But if your resolution is too broad or doesn’t have a deadline, it is much easier to abandon or forget it. As the saying goes, “A goal without a plan is just a wish.”

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Countdown To Investing in the New Year: 10 Questions To Ask Yourself

Submitted by Neville Associates on December 5th, 2022

If one of your New Year's resolutions involves enhancing and expanding your investment portfolio, look no further. In a true New Year's Eve countdown tradition, ask yourself these 10 questions to help review your investment plans.

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5 Do’s and Don'ts for Charitable Giving During the Holidays

Submitted by Neville Associates on December 5th, 2022

The fourth quarter holidays are often seen as one of the prime times to take out your checkbook — not only do many charities put in extra efforts helping others this time of year, but donating is also a smart financial move. Giving to a charity before the end of the year can help reduce your tax burden when April 15 rolls around.

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IRS Increases 401(k) Limit By Record Amounts

Submitted by Neville Associates on December 5th, 2022

On October 21st, the Internal Revenue Service (IRS) announced that the amount individuals can contribute to their 401(k) plans in 2023 has increased to $22,500, up from $20,500 for 2022. The IRS today also issued technical guidance regarding all of the cost‑of‑living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2023.

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Key Numbers 2023

Submitted by Neville Associates on December 5th, 2022

Click here for Key Numbers 2023

Year-End Donations and #GivingTuesday

Submitted by Neville Associates on October 31st, 2022

 

A list of things to consider as you think about year-end charitable donations

 

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A Guide to Incorporating Philanthropy into Your Financial Planning

Submitted by Neville Associates on October 31st, 2022

 

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