Doherty Consulting, S.C.

Part of securing your family’s financial future is estate planning. As a married couple, this step not only manages your assets, but also ensures that your loved one are properly taken care of reflecting your shared financial goals. Remember it is a collective effort that involved thoughtful consideration of future aspirations. https://bit.ly/3Vh0nto

Keeping accurate and up-to-date records increases a small business’ chances of success and are especially important to have for tax time. Try creating a folder of all paper receipts based on expense type, vendor, or supplier. For more small business accounting tips, contact us today at (920) 451-1040!

Planning and implementing a proper emergency fund should be at the top of your priority list. It’s the key to healthy finances and helps you to stay out of debt in the state of an emergency. Saving may be overwhelming, but just adding a little bit of money to your fund every month can go a long way. Guidance to navigate through life's challenges towards financial success is just a call away! Contact us at (920) 451-1040.

Your business isn't bookkeeping, but it is ours. Let us take care of it for you! Contact us today at (920) 451-1040.

Setting personal financial goals shouldn’t seem like a daunting task. In fact, it should be motivating! Securing your financial future to purchase a home, start a business, or retire in a heathy spot helps you take control of your future and success. Set clear and achievable goals that align with your aspirations and priorities. https://bit.ly/3VofXn1

Putting money in alternative investment funds provides a variety of compelling reasons. These funds frequently show the possibility for higher returns compared to traditional investments, owing to their display of unique and less correlated markets. We'll save you hours of confusion and stress - you can count on that! Contact us today at (920) 451-1040 for more information about our services.

1. Estate Taxes are Only Effective if the Estate Has a Greater Value than the Threshold. 2. Not All Estates are Subject to Federal Estate Taxes 3. The Normal Rate Paid for Estate Taxes is 18% 4. Asset Transfers to Living Spouses are Spared from the Estate Tax 5. Estate Taxes Are Different from Inheritance Taxes. To schedule a consultation, contact us at (920) 451-1040.

As a small business owner, it's important to periodically estimate your income taxes throughout the year based on your business' growth and projected pretax income. If you're a small business owner, including online business owners, may find yourself having to make quarterly estimated federal tax payments if you expect to owe more than $1,000 for the year. Need help with your business' taxes? Schedule an appointment with us today at (920) 451-1040!

Because the world of tax laws, regulations, and financial responsibilities are difficult to navigate, the assistance of a tax attorney is an invaluable tool. Protecting your finances and ensuring that you are compliant with tax laws is essential if you have complex tax situations or if you are going through an IRS audit. https://bit.ly/3Tor0tL

Each takes a different approach to budgeting, but all share the common goal of helping you reach your financial goals. Guidance to navigate through life's challenges towards financial success is just a call away! Contact us at (920) 451-1040.