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Business Succession Planning Essentials by Teresa Bilsky

The final quarter is a great time to take a look at where things have gone for your North Dallas 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...

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...

Build A Brand In North Dallas 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...

A Few More Common Marketing Mistakes Made By North Dallas Businesses

Seeing what has happened in our nation's fourth-largest city has been a sobering reminder about the fragility of life, and business. It's helpful to be reminded that threats and disasters can (and do) strike from directions that you might least expect. And while this...

The Billionaire Mindset by Teresa Bilsky

More than being only bean counters or tax strategists for our North Dallas clients, we make it a point to study what works well for our most successful clients, and (with all confidentiality) pass along principles we've seen work in various businesses. On top of that,...

Thanksgiving Week Reflections From A North Dallas Business Owner

It's a slower week, here in Bilsky Financial Group, Inc 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...

Three Keys To Shorter Meetings For Your North Dallas Business

Last week I wrote about working less, and testing the 80/20 hypothesis for your North Dallas business work cycle. I'd love to know if you had a chance to consider putting this into practice, send us an email using the email icon at the top right hand corner of our...

Teresa Bilsky’s Seven Negative Results And Five Painful Consequences For Unfiled Tax Returns

The IRS just began receiving tax returns this week, and we are cranking and grooving along, finding all kinds of savings on behalf of our North Dallas clients ... as well as chomping at the bit to help them on THIS year's taxes. Truly, the more I take a look at this...

2017 Year-End Tax Strategies for North Dallas Business Owners With Tax Reform In Mind

The holidays are funny for North Dallas business owners. And, I must tell you, especially so for tax professionals like me. Every year, Congress delivers updates to the tax code, seemingly at the very last minute, so my staff and I are often working over the holidays...

Let’s Talk About Your Business…

See, relative to their income, the rich are frugal. They save and invest. They spend less than 65% of their take-home pay on day-to-day expenses.

Key Performance Indicators (KPI’s) for Your North Dallas Business Work Goals in 2018

Happy New Year! It's time to turn the page... If you've been paying attention, I've been diving pretty deep into the new tax regime under which we are NOW operating. What will be interesting to see is the *actual* technical guidance from the IRS about all of these...

Special Business Knowledge And North Dallas Business Success

Yes, there's plenty to say about that Super Bowl, the advertisements (apparently, they're all Tide ads), the halftime show, etc. But I'll let others weigh in there. I'm a tax professional after all. Congratulations Eagles fans, etc. Here at Bilsky Financial Group,...

2018 Tax Reform Update And A Holiday Prayer from Teresa

Unless something crazy happens this week, we have a new tax plan. If Congress-watchers are right, the House and Senate should vote to pass this new bill, and it will be signed by President Trump before Christmas. I'm writing this on Monday the 18th (a busy week is...

Three More Questions To Consider in 2018 For Your North Dallas Small Business Plan

We are in that "calm before the storm" period before busy season begins in earnest for us, and it's a great time for us -- and for you, in my opinion -- to take stock. As we prepare for the increased activity and communication level that always comes this time of...

Ask For The Sale! North Dallas Business Owners Sales Psychology

I make it my goal in these weekly notes to pass along information which has proven useful to our firm and our more successful clients. I do this because we want to be a partner with you in helping you grow your North Dallas business. We're not marketing "gurus" around...

North Dallas Small Business Debt Collection

How are things going for you? Is there something we can do to help your business during this final quarter of 2017? Do let me know. One nice way to make your quarter better is to get an infusion of cash. However, this is too often a rare occurrence. Too many North...

Marketing Tips for Small Business Owners in North Dallas

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...

Keeping Your North Dallas Business Focused On Revenue Growth and Customer Retention

We've been talking about meetings, efficiency, and how North Dallas small business owners simply have to stay laser-focused on tasks that will bring them and their business towards actually achieving their goals. Especially with all of the political and cultural chaos...

The Pareto Principle And Your North Dallas Company’s Work Cycle

Slogging through the summer, and with the weather still hot, it can be real tempting to sort of press cruise control for the month of August until Labor Day hits us, and *then* really put that nose to the grindstone. But could it be that a rhythm of working a little...

A Story, and Tax Planning 2017 for North Dallas Businesses

Story time today. Here we are, with Q3 of 2017 in the rearview mirror, and it's amazing how quickly things move. (And, by the way, this reminds me: have you considered making further pro-active moves to minimize your taxes for this year? With a few months left in the...

5 Effective Marketing Tips For Your North Dallas Small Business

Have you noticed that traditional styles of advertising are getting more and more stale? That's because the online world has torn down so many different barriers that we don't realize how much has changed, until we take a look at the real numbers. And across many...

North Dallas Non-Profits Taxes – 10 Important Year-End Steps

We deal with all kinds of businesses and organizations around here at Team Bilsky Financial Group, Inc. And while I often address "for profit" organizations with these notes, many of those same strategies (cost controls, marketing, growth, management) apply equally to...

Effective Advertising: How To Find It In North Dallas

As you may or may not already know, this is the final week before extended tax returns are due (Monday, October 16th is the due date this year), so we are working hard here in our North Dallas offices with those clients who placed an extension on their filing, to make...

3 Important Questions For North Dallas Small Business Owners To Answer In 2018

Now that we are into the first full work week of 2018, how are you feeling about your direction? We're here, and we're in your corner. I'd love a note from you about what you are hoping to accomplish during this year, and how we can be a resource to you as you do. As...

Growing Customers For Life For Your North Dallas Business

We're starting in on the second half of the summer, and I have a question for you: How are you feeling about 2017 thus far for your North Dallas business? Now that we're over halfway through the year, it's a nice time to take stock. So, really, I'd be interested: How...

Is Your North Dallas Business Making These Advertising Mistakes?

Every summer as a nation, it seems we hit a point in which it feels like everything is fraying at the edges and we're in danger of falling apart. Not only do we seem to be more divided than ever (with a heaping slice of online bitterness thrown in), but each of us...

Increase Profits For Your North Dallas Business With Effective Compensation Strategies

We're still waiting on Congress to reconcile the different tax reform plans passed by the House and the Senate, but we do know a couple things. First, it looks pretty certain that you're not going to be able to deduct your state and local income taxes in 2018. Both...

Goal Setting For Your Richardson, Plano, or Garland Business

Goal setting. Some people *love* reading and writing about it; but to others, it can provoke a sure-fire rolling of the eyes. Indeed, this whole ritual of "goal-making" can feel very cliche, but look -- we all need little "nudges" to help us actually make changes in...

Why Price Reductions are Bad Positioning for (Almost) Any North Dallas Business

Our hearts remain with those in Houston and, now, South Florida, who have been dealing with such a massive disruption of their lives -- and during a time of year that is already one of the busiest. The IRS has set up a "catch all" page for those cleaning up from...

The Most Important Factor in North Dallas Small Business Valuation

I've heard from many of my North Dallas business owner contacts over these last few months, thanking me for the notes that we put together, sending thoughts and questions -- and letting me know that they've sent their friends to see us for their business and family...

The First Thing You Need To Do

… there hasn’t been an environment like the one we’re now facing in this economy and in our nation for quite a while. The fact is-I know you’ve got questions…about personal financial strategy, about tax specifics and about how to steer your way through these times we’re living in….

Get Stuff Done With Bilsky’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 North Dallas business run a sale for the holidays, or Cyber Monday or Black Friday? If not, you may have...

Should You Buy A Building For Your North Dallas Business?

Every week, we advise our clients about how to handle their North Dallas businesses, and particularly their finances. It's a big part of what we do around here, and many don't even realize how much we're willing and able to help. (And that's fine, because we are...

Know the Value of Your Time: A North Dallas Entrepreneur’s Guide

Is there an additional way that we can serve your North Dallas business? Please shoot me an email using the button at the top of this page and let me know what's happening in your business, and what seem to be your greatest needs right now. I'd love to speak into it...

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!