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Customer Spotlight: AppleTree Staffing

AppleTree Staffing is a boutique staffing agency located in Greenwood, Indiana. Jonathan and Jennifer Loo started the company more than 8 years ago. They operate as a contract-to-hire placement agency with a focus on working with companies who know how to treat and appreciate their employees. Market level pay and growth opportunities are key

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By |November 6, 2017|

4 Smart Ways to Cut Business Costs

In today’s challenging business environment, keeping costs under control is crucial. While staff reduction is, without a doubt, one of the quickest ways for a business to cut costs it is not always the best cost-cutting strategy. Reduced productivity can stem from drastic job cuts and decrease profitability due to slower growth. When situations

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By |October 13, 2017|

Get the Maximum Benefit from a Casualty Loss Deduction

An unexpected casualty can wreak havoc emotionally and financially.  An itemized tax deduction may help ease the financial burden if your home, vehicle, or other personal property has been damaged or destroyed by an unforeseen disaster.

Typically, you claim a casualty loss in the taxable year the disaster happens.  But, if you’re in a federally

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By |September 14, 2017|

How Much Do You Need to Retire?

According to the National Institute on Retirement Security, nearly half (45 percent) of working-age households don’t have any retirement assets. With less than one year’s worth of their annual salary in retirement savings, nearly two-thirds of those working-age households close to retirement (age 55 and older) are not well prepared.

To retire comfortably, how much

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By |August 11, 2017|

Five Reasons to Incorporate Your Business

As your business grows, you may want to consider the benefits of incorporating.  Many start a new venture with no thought about the legal structure for their business. The IRS considers “sole proprietor” to be the default structure in which your business profits are taxed on your personal tax return. While this can serve

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By |July 12, 2017|

Graduation – The Time to Put Documents in Place

The time is fast approaching when many young adults leave the nest and head for college. But, just as the famous American Express commercial cautions consumers not to “leave home without it”, referring to a credit card, at Geyer & Associates we caution students not to leave home without first putting two important estate planning

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By |June 13, 2017|

Considering Paying for Your Child’s College Education?

Paying for a college education can be intimidating for both the college student and the parents, especially with rising costs.  When deciding whether the parents or the child should take on this responsibility consider the compelling arguments for both sides.  Ultimately, you need to determine what will work best for your family’s financial situation

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By |June 12, 2017|

Customer Spotlight – ArtMix

ArtMix (formerly VSA) has been a part of the Indianapolis community for over 35 years.  Gayle and David Foy had a vision of providing a way for Indiana children with disabilities to not be isolated in the school system.  They adopted a model from a program via the John F Kennedy Center which was

Views – 311

By |May 1, 2017|

New IRS Collection Policy Update

As we progress through 2017, be aware of major changes to the IRS Collection Policy.  According to accountingtoday.com “During the past five years, new laws and IRS administrative changes to collection policy have been frequent, and can be hard for taxpayers and tax professionals to keep up with.”  Stay informed and take a moment

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By |April 27, 2017|

Why Benchmark Your 401k?

The Department of Labor (DOL) wants you to benchmark your plan for reasonableness – at least every three years. A benchmark report helps during a DOL audit.

Benchmarking will tell you:

Who provides services to your plan, as well as the actual fees charged. (Third-Party Administrator, Record Keeper, Custodian, Plan Advisor, Investments).
What services are

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By |April 14, 2017|