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Recent Posts by Adam Hale

Adam Hale
Adam is the Ops Lead at Summit Virtual CFO by Anders and a Partner at Anders CPAs + Advisors. Adam leverages 20+ years of experience in the public accounting sector to coach his team and other accounting firm owners around how to successfully sell and deliver Virtual CFO services.
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Tax Rules for Lending Money to a Relative

Are you considering loaning money to a relative? There are a lot of bad reasons to lend money to relatives. But, there are also a lot worthwhile reasons to lend money to a relatives too. For..

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Topics: Individual Taxes, Virtual CFO

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Disability Insurance Benefits: Are they Taxable?

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Topics: Virtual CFO

Are You Losing Money Due to Obsolete Inventory?

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Topics: Business Taxes, Business Advisory

taking a loan from your company

Taking a Loan from Your Company? Don’t Forget the Tax Rules

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Topics: Business Taxes, Business Advisory

Who’s Watching Your Company Money?

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Getting a Divorce? Don’t Overlook Tax Planning

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Topics: Individual Taxes

IRS Cautions Taxpayers about Identity Theft

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Topics: Business Taxes, Individual Taxes

How Will the Medical Insurance Tax Penalties Affect You?

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Topics: Business Taxes, Individual Taxes

Our Virtual CFO Offers Head-Turning Introduction Tips

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Topics: Outsourced Bookkeeping, Business Advisory, Virtual CFO

Ask Our Financial Advisors About A Random IRS Audit Plan

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Topics: Outsourced Bookkeeping, Wealth Management, Virtual CFO

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