Charles has been practicing as a Certified Public Accountant since 1984. Charles spent eight years serving on the Advisory Board for the Tax & Accounting business of Thomson Reuters (TR), the country’s premier provider of software to accounting firms. He has also served on the CPA Advisory Board of Sageworks, Inc., a leading developer of financial analysis tools for financial professionals. Charles frequently serves as a speaker for groups and organizations, including presenting for over a decade for TR at their annual users’ conference. Charles has also presented workshops for the Illinois State Bar Association and the Missouri Society of CPAs.
Charles graduated from the University of Denver College of Business Administration with a Bachelor of Science degree in 1970. He then spent 13 years managing supermarkets and other businesses. Charles taught an accounting course at Southwestern Illinois College for two years. Charles has spent the last 30 years working at helping small business owners succeed.
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help:
If you are expecting a refund this year, you may be tempted to splurge on something not-so-practical. Before you do, take some time to think about ways to use your refund to bolster your financial health. We’ve put together a few ideas for you to consider: