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.

Dealing With Angry Customers: A Plan For Frederick Business Owners

As I have been saying to some of my personal tax preparation clients in Frederick, I'm not sure that there is very much that I could say that could add anything to the conversation about what happened last week in Parkland, FL. It seems that every time something like...

Leading Through Change In Your Frederick Small Business

Goodness gracious, has there ever been change this year. I'm mostly referring to all of the new regulations in the tax code: the fact that strategies that "used to work" to reduce our clients' tax burdens might not work in the same way as they did in the past.Politics...

Three Easy Ways for Frederick Business Owners to Develop Delegation Skills

The corporation deadline for Frederick businesses is behind us, and we're taking a big breath around here (while still focusedly working through personal tax returns as well). Apparently, there are basketball games being played.  Not that we would know much about...

Get Stuff Done With Allen’s Productivity Tactics

It's Cyber Monday, and as is my habit, this strategy note is being composed early in the week. Plenty to do this week, and gotta get ahead, after all. Did your Frederick business run a sale for the holidays, or Cyber Monday or Black Friday? If not, you may have (ahem)...

Build A Brand In Frederick And Do It Well

As I write this, the Senate has passed their version of the tax reform bill, and now we wait for the final version of the bill. But here's the big number: Four weeks. Apparently, Congress thinks it can enact a dramatic overhaul of the law, adding substantial new...

Thanksgiving Week Reflections From A Frederick Business Owner

It's a slower week, here in J Allen & Associates World. Yes, it's crazy (and a bit of a relief, to be frank) that we now find ourselves in Thanksgiving week. And I have some thoughts, which are perhaps a bit more meditative than normal, because of how this holiday...

Five Financial and Tax Strategies For Frederick Small Businesses

It's increasingly clear to all of us that our present "cultural moment" can take a toll on any Frederick person's mind who isn't vigilant. Constant connectedness to those who are (by their very vocation) incentivized to highlight change, chaos and fear is more...

Business Succession Planning Essentials by Jennifer Allen

The final quarter is a great time to take a look at where things have gone for your Frederick business, and that's perhaps an obvious point. But now (before the holidays really hit), it might also be an even better time to take stock of where you are headed LONG term...

Develop Your Frederick Target Client With These 7 Important Traits

While we're on the subject of what's holding Frederick business owners back... I wrote recently about how too many of my Frederick small business owner clients don't allow themselves the gift of good delegation. It keeps them toiling along with minor tasks, while they...

Sales Positioning For Frederick Freelancers And Small Businesses

Have you ever heard of Mary Meeker? Perhaps not. But for those who follow securities analysts, she's a little bit like Michael Jordan. She's been issuing an "internet trends" report since the '90s -- and she's usually right. Which, I suppose, is rare for securities...

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!