Jacobs and Newmark, CPAs logo

Jacobs & Newmark, CPAs

 

100 Lexington Drive, Suite 250, Buffalo Grove, IL 60089

Phone: 847-537-0100

November 2023

Where to Find Small-Business Grants

To help you boost your business resources — or start a new business — in 2024, you may want to consider a small-business grant instead of a loan. Why? You don’t have to pay back a grant. However, your business will most likely have to include any grant amounts in taxable income.

Read more

Be Aware of This Estate-Planning Change

When property, like the family home or other appreciated assets, passes at your death, do you want to saddle your beneficiaries with capital gains tax? You may do just that if you pass your home through an irrevocable trust.

Read more

Do You Know What Your Asset Allocation Is?

The financial markets have had their moments in 2023. And if you haven’t checked your portfolio and retirement plan asset allocations in a while, you could be in for a jolt. Your allocations may be out of line with your current investment goals, timeline and tolerance for risk, but you can fix the problem by rebalancing asset classes.

Read more

Gift Return Policies

Attention shoppers: Several companies have updated their return policies. According to a goTRG survey* of 500 U.S. retailers, 72% of retailers cite returns as a moderate-to-severe problem.

Read more

November 2023 Client Profile

Jack’s advertising agency recently scored its largest account ever. Assembling the new account team will require him to hire an artist, copywriter, and project coordinator. His last new hires didn’t assimilate as well or quickly with existing staff as Jack wanted.

Read more

November 2023 Q & A

Read more

New at the SBA

Earlier this year, the Small Business Association (SBA) made changes to its programs that will widen access to government-backed small business loans. The change allows more non-bank lenders to offer SBA loans, expanding access to funding for underserved businesses. Additionally, implified lending criteria will save time on loan documentation, providing a more efficient path to approval.

Read more

Top Holiday Shopping Categories

Do you know where the majority of your holiday dollars go?

Read more

SUBSCRIBE

Enter your Name and Email address to get
the newsletter delivered to your inbox.

Please include name of person that directed you to my online newsletter so I can thank them personally.


CONTACT US

Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.