For Individuals

College Financial Planning

How Can You Pay for Your Kid to go to College, Spend and Save as You Are Now, and Increase the Amount of Money You have for Retirement?

Elder Care Financial Care

Finally… Worry Free Financial Management for Your Aging Parent or Family Member.

Estate Planning Done Right

Make Sure Your Family Transitions Prepare Your Children and Your Family for Financial Freedom.

Marketing Tips for Small Business Owners

As you may have heard, "Labor Day" originated during the time of 7-day workweeks of 12-hour days, in the late 1800's, as our country was in the throes of the Industrial Revolution. Times have certainly changed since then -- and our economy is no longer driven by the...

Smart Planning for Financial Independence in

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I'd like to speak some encouragement to you. A few people in wrote me saying that they were feeling pretty dispirited...

Three Guidelines for Developing a Successful Referral Network For Your Suffolk County Business

I've noticed something over the years about particular business people.Scratch beneath the seemingly successful exterior, and there is something very ... small about them. They are always looking for that edge over other people, and are continually in "take" mode.And...

COVID-19 Updates For Suffolk County Business Owners

How are you holding up? If you haven't yet done so, please do shoot me a quick note to let me know how your Suffolk County business is managing.Depending on the situation, I have lots of ways to help ... some of which I'll give you details about today.I will continue...

A Guide to Paycheck Protection Program Loans for Suffolk County Businesses

This is a very important message, and I'd like you to read it carefully.Here at Team Edwin Casanova CPA PC, we have been walking closely with our Suffolk County business owner clients (and many, many new business owners who have been reaching out) to cut through the...

Should Your Suffolk County Business Consider Returning The PPP Loan?

There has been a lot of recent chatter about the PPP money, who got it, who didn't, and even if some Suffolk County companies should pay it back.Well, I have some thoughts on this for you today, but ultimately, you will have to be the one who makes this decision.It's...

Tax Paperwork Checklist

These days, I'm often glad that it's our busy tax filing season, so that I have an easy excuse when political conversations are happening: Oh THAT [crazy new political story]? Huh, didn't see it -- I'm too busy with tax season. With all of the chaos out there, the...

Training Your Heart For Good Financial Stewardship In

Working with my clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think that we all could use...

What Your Suffolk County Business Must Do While Awaiting SBA Payroll Loans

Before I get into some of what we have learned over the weekend about the SBA payroll program, I want to speak to you -- business owner to business owner.To survive in this hour, you will NEED two major qualities: Clarity and Patience.The SBA payroll program offers a...

Establishing Clear Pricing For Your Suffolk County Customers

Last week, we had a little "mid-year pep talk."After a good locker room session, it's good to enter Q3 and Q4 with a solid gameplan. And a solid gameplan, of course, means good plays.As it relates to your Suffolk County business, we're talking about the actual...

How You’re Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!