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"And there's that one particular harbor sheltered from the wind where the children play on the shore each day and all are safe within... ~Author: Jimmy Buffett
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Shari James
Aug 19, 20216 min read
Know Why the Court Denied Losses on Four of Six House Rentals
Aug 2021 - The Bradford Tax institute If your rental property shows a loss for the year, you want to deduct that loss against your other...
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Shari James
Feb 18, 20215 min read
If the SBA Makes Loan Payments on Your Behalf, Are You Taxed?
The Small Business Administration (SBA) Paycheck Protection Program (PPP) loans and Economic Injury Disaster Loans (EIDLs) have gotten...
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Shari James
Feb 8, 20214 min read
Three Strategies That Avoid 1099 Reporting and Penalty Headaches
Congress makes you help the IRS do its job by requiring you to report your workers’ income to the government. For employees, it’s pretty...
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Shari James
Dec 22, 20203 min read
2020 Last-Minute Year-End Tax Strategies for Your Stock Portfolio Part 5
Strategy 6 If you are going to make a donation to a charity, consider appreciated stock rather than cash, because a donation of...
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Shari James
Dec 15, 20202 min read
2020 Last-Minute Year-End Tax Strategies for Your Stock Portfolio Part 4
Strategy 4 If you have lots of capital losses or capital loss carryovers and the $3,000 allowance is looking extra tiny, sell additional...
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Shari James
Dec 10, 20202 min read
PPP - What you need to know before the end of the year!
From what we know, when lawmakers originally passed the Paycheck Protection Program (PPP), they thought that under its provisions, you...
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Shari James
Dec 8, 20204 min read
How to manage exempt online sales
The COVID-19 pandemic has underscored our collective reliance on ecommerce. In some parts of the country and world, in-person business...
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Shari James
Dec 8, 20202 min read
2020 Last Minute Year End Tax Strategies for Your Stock Portfolio Part 3
Strategy 4 If you have lots of capital losses or capital loss carryovers and the $3,000 allowance is looking extra tiny, sell additional...
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Shari James
Nov 24, 20201 min read
2020 Last-Minute Year-End Tax Strategies for Your Stock Portfolio Part 2
Strategy 2 Use long-term losses to create the $3,000 deduction allowed against ordinary income. Again, you are trying to use the 23.8...
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Shari James
Nov 24, 20202 min read
2020 Last Minute Year-End Tax Strategies for Your Stock Portfolio Part 1
Here’s the basic strategy: Avoid the high taxes (up to 40.8 percent) on short-term capital gains and ordinary income. Lower the taxes to...
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Shari James
Aug 18, 20201 min read
The New Realities of Business Travel
Our world has changed the way we do business and traveling is definitely one of them! Want to download this handy guide? Click below for...
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Shari James
Jul 27, 20202 min read
Government Clarifies PPP Loan Forgiveness for the Self-Employed: Part 1
We now have both the new clarity and an easy road to Paycheck Protection Program (PPP) loan forgiveness for the self-employed with no...
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Shari James
Jul 6, 20201 min read
Profit Firstâ„¢ Certified Professional!
I am thrilled to announce I have completed the requirements and testing for Profit First Certified Professional. This achievement is the...
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Shari James
May 27, 20204 min read
9 Tips for Separating Business and Personal Finances
Separating business and personal finances is a vital part of any business. Whether you are a startup, sole proprietorship, or a growing,...
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Shari James
May 27, 20203 min read
5 STRATEGIES TO INCREASE PROFITS
Failing to make or increase profits is something every business owner struggles with. Businesses facing this scenario need to adopt new...
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Shari James
May 27, 20204 min read
Are you paying yourself? Here’s why and how much you should.
There are many existing milestones to look forward to as a business owner. Your first repeat client, the first time your business became...
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Shari James
May 18, 20202 min read
A little about me....
In 2020 I founded Safe Harbor Bookkeeping with a specific goal in mind. I wanted to help entrepreneurs and small businesses, mainly in...
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Shari James
May 18, 20201 min read
My life with dogs...
I love working with businesses and numbers, it brings me just that certain satisfaction only numbers can provide! My spare time is spent...
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