CredoFinance

You work hard on your business. Don't overpay on your taxes. Here are three strategies that you should know about. • LinkedIn: https://www.linkedin.com/company/credo-financial-services-llc/mycompany/?viewAsMember=true • Dan LinkedIn: https://www.linkedin.com/in/danlucascpa/ • Website: https://credofinance.com/ • FaceBook: https://www.facebook.com/CredoFinancialServices

Planning is critical in an effective tax strategy. Don't overpay in taxes because you didn't plan! • LinkedIn: https://www.linkedin.com/company/credo-financial-services-llc/mycompany/?viewAsMember=true • Dan LinkedIn: https://www.linkedin.com/in/danlucascpa/ • Website: https://credofinance.com/ • FaceBook: https://www.facebook.com/CredoFinancialServices

What is a CFO, and why do I need one? When is the right time to hire one? What kind of return on investment will I get? These are some questions we get at Credo. Here are my thoughts. • LinkedIn: https://www.linkedin.com/company/credo-financial-services-llc/mycompany/?viewAsMember=true • Dan LinkedIn: https://www.linkedin.com/in/danlucascpa/ • Website: https://credofinance.com/ • FaceBook: https://www.facebook.com/CredoFinancialServices

People are finding out the hard way that capital gains from cryptocurrency can have some steep taxes. But you're not in a situation where there's nothing you can do. You have options. • LinkedIn: https://www.linkedin.com/company/credo-financial-services-llc/mycompany/?viewAsMember=true • Dan LinkedIn: https://www.linkedin.com/in/danlucascpa/ • Website: https://credofinance.com/ • FaceBook: https://www.facebook.com/CredoFinancialServices

Business owners and entrepreneurs are faced with incredible challenges every day. We want to see you succeed and help you reach your goals. • LinkedIn: https://www.linkedin.com/company/credo-financial-services-llc/mycompany/?viewAsMember=true • Dan LinkedIn: https://www.linkedin.com/in/danlucascpa/ • Website: https://credofinance.com/ • FaceBook: https://www.facebook.com/CredoFinancialServices

Learn about the latest SBA loan program for new business acquisitions. The current programs make it a very appealing time to buy a business instead of starting a new one. • LinkedIn: https://www.linkedin.com/company/credo-financial-services-llc/mycompany/?viewAsMember=true • Dan LinkedIn: https://www.linkedin.com/in/danlucascpa/ • Website: https://credofinance.com/ • FaceBook: https://www.facebook.com/CredoFinancialServices

This is a must-know tax strategy for business owners that can be used to attract investors and top talent. • LinkedIn: https://www.linkedin.com/company/credo-financial-services-llc/mycompany/?viewAsMember=true • Dan LinkedIn: https://www.linkedin.com/in/danlucascpa/ • Website: https://credofinance.com/ • FaceBook: https://www.facebook.com/CredoFinancialServices

There’s a tax play with crypto that you can use to your advantage right now. Do you know about it? It has to do with a concept called the Wash-Sale Rule. This states that if an investment is sold at a loss and then repurchased within 30 days, that loss cannot be claimed for tax purposes. HOWEVER cryptocurrency isn’t considered a security by the SEC or the IRS, so Wash Sales Rules do not apply! That means you can sell now, offset your gains, and buy right back in. • LinkedIn: https://www.linkedin.com/company/credo-financial-services-llc/mycompany/?viewAsMember=true • Dan LinkedIn: https://www.linkedin.com/in/danlucascpa/ • Website: https://credofinance.com/ • FaceBook: https://www.facebook.com/CredoFinancialServices

It's so important to know your rights as a taxpayer. Here's why.

Entrepreneurs are the heroes of our economy. Don't let managing your finances take you away from growing your business. This video will tell you when it's time to get serious about hiring a CFO.