The Abundant Beans Blog

Employee Retention Credits -The Credits Practices Are Overlooking

September 6, 2021

September 6, 2021 The Covid-19 pandemic has been the single biggest trial for business owners in recent history. The ever-evolving benefits, regulations and restrictions have left many of us with whiplash. It’s no wonder many practice owners are uncertain if they used all the available small business relief provisions. If you are a practice owner,…

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What Happens if a Life Insurance Policy Lapses?

November 6, 2017

November 6, 2017 The dollar amount of death benefit payouts that seniors 65 and older forfeit annually through lapsed or surrendered life insurance policies is more than the net worth of either Mark Zuckerberg (Facebook) or Jeff Bezos (Amazon) – $112 billion! That’s $112 billion worth of death benefits, inheritance, donations to charities, and cash…

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Top 5 Local Coffee Shops

September 15, 2017

September 15, 2017 I love coffee as much as I love tax planning and the counting of beans. I spend a great deal of my time out and about networking with referral partners, meeting new people and catching up with clients. Most of the time we are conversing over a cup. Here are my top…

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