Richard has more than 30 years of experience in the financial services industry as an advisor, managing director, and director of training and marketing, specializing in Finra exams, investing ...

Certain homeownership, business and healthcare deductions could significantly lower your tax bill. Here's how.

Small business owners can reduce taxable income by deducting various business expenses, including vehicle costs, travel, home office use and advertising. Choosing the right deduction method, such ...

Get a bigger refund by knowing which work expenses you can write off, whether you're a W-2 employee or self-employed.

Brex presents a guide that covers the essential components of expense claims, from basic definitions to submission processes ...

Managing business expenses used to mean shuffling paper receipts, chasing down employees for documentation, and discovering budget issues weeks after they occurred. But modern companies are ...

Many ingredients go into a financial advisory firm's recipe for success. And building an advisory firm from scratch goes far beyond a standard business plan. An outline of your goals will help ...

The work-related expenses that W-2 employees can claim have changed since the Tax Cuts and Jobs Act of 2017 halted some itemized deductions-- including the deduction of business expenses that ...