Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

FINANCIAL PLANNING

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

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PREPARING FOR THE FUTURE

The Seven Primary Tasks For Any NYC Business Team

A week past the election, and still plenty of disagreement about the results.That means this is another week where you have the opportunity for the other chumps out there to get massively distracted by the political war games ... while you go about quietly building...

Keeping Your NYC Business Focused During Distracting Times

Apparently there's some news happening around us in NYC these days.I often use this space to share East New York-specific, detailed information about PPP forgiveness, tax code updates, leadership and marketing strategy, expense reduction, and more -- all essential...

Why a Pre-Mortem Analysis for Any New NYC Business is a Necessity

Right about now, there are writers and analysts already preparing the articles about why the Trump campaign failed. AND right about now, they might be doing the exact same thing in regards to the Biden campaign.Obviously, as of this writing, we have no idea what's...

Claudine Powell Phillip’s Perspective On Proposed New Tax Policies

Oh, you thought I would tell you who I thought would win the presidential election?Nope, I'm not going there.I'm a tax professional though, and I'm not immune to conversations about proper planning for either eventuality. In my opinion, however, the BEST advice about...

Big PPP Loan Forgiveness News For NYC Businesses

You might have seen some rumors on this already, but I wanted to help make everything clear for you...A few weeks back I told you that there were some tax professional rumors circulating about “automatic PPP loan forgiveness” for loans under $150K. Remember that?Well,...

How To Approach Bigger Business Players In NYC or Your Niche

Local NYC business owner to local NYC business owner(though you might actually be out of the area -- but this still applies), I want to remind you of something that you probably already know:With the election just one month away, the world is SWIMMING in conflict and...

5 Business Mistakes That Can Be Fatal by Claudine Powell Phillip

All the political people are arguing over taxes, and my inner geek smiles.(By the way, if YOU want to argue about the tax issues, here's a good explainer article to start with before you make big declarations about the tax issues involved.)Because I'm not really...

Identifying Your Target Prospect by Claudine Powell Phillip

With the business deadline (9/15) behind us, we're in tax planning season.Though the IRS (and Congress) haven't yet definitively made a statement about it (that we know of), here at Phillip & Associates, LLC we are operating according to the fact that the filing...

Struggling NYC Businesses Be Careful With Price Reductions

Here we are, with Q3 of 2020 in the rearview mirror, THANK GOODNESS.Only one more quarter left in this 2020 donkey -- but it's going to be an eventful one.I get asked a bunch by NYC clients and friends what I think the markets will do, and the only thing I can really...

About That PPP Forgiveness Application for NYC Businesses

I have a few quick-hit things to cover today.The first of which relates to some timing issues. Labor Day is behind us (though many of my NYC business owner friends and clients don't really take time off for that).(You can't really take a vacation in the same way when...