Definitely one of the top five questions I get asked is how much people should pay for quarterly taxes and when. But many people confuse a lot of different ideas, so I wanted to take a minute to straighten them all out. There are a couple different terms/ideas around...

Do you hire employees or independent contractors when you need help? At one level, this is just a tax issue. Employees are paid via W-2 (normal paychecks). The company pays half the employment taxes (Medicare and Social Security) and the employee pays half. The...

Many people will tell you that the financial services industry is changing. And it is, dramatically. But where most people think that it has to do with lowering fees or using technology to make things happen faster - I see something different. I see that the Myth of...