Search RBF's Site

Financial Consulting

Financial Consulting

Personal Financial Consulting

0061Ross Buehler Falk offers counseling services to individual clients to help them make sound lifelong financial decisions. Our professionals can counsel on relevant financial aspects of children’s education, estate planning, insurance needs, managing debt, retirement planning, and trusts.

For business owners, we also assist in determining appropriate exit strategies and consulting on planning that accompanies the successful sale of a business.

FEATURED POSTS

Proving Noncash Charitable Contributions

Tax legislation passed in late 2017 nearly doubled the standard deduction for years 2018 through 2025, and now about 90% of individuals filing a tax return are taking advantage of the higher standard amount and are not itemizing their deductions. For the 10% of filers still itemizing, one of the most common tax-deductible charitable contributions… View Article

By: Shelby Miller

READ MORE >

5 Steps You Should Take Every Time You Open QuickBooks

When it comes to managing your small business finances, establishing a consistent routine is important. This is especially true when using QuickBooks, a powerful accounting software system that can help you stay organized and make informed decisions about your finances daily. Here are five key steps you should take every time you open QuickBooks: Look… View Article

By: Shelby Miller

READ MORE >

Payroll Management: A Complete Guide for SMBS

Payroll taxes can be a significant headache for many small—to medium-sized business owners. Without proper education, entrepreneurs can find themselves in trouble with the IRS and state tax agencies. Fortunately, if you’ve been struggling with payroll taxes, you’re in the right place.   This guide will help you understand and manage payroll taxes effectively to… View Article

By: Shelby Miller

READ MORE >

Secure Your Child’s Financial Future: The Importance of Establishing Custodial Accounts Early

As the parents, ensuring the financial security of our children is paramount. One effective tool for this is a custodial account, a financial mechanism designed to hold and protect assets for minors until they reach adulthood. In this article, we will explore what custodial accounts are, how to set them up, and why they’re a… View Article

By: Shelby Miller

READ MORE >

RBF Expect More

Enews and other RBF information...

Subscribe