SEPTEMBER IS NATIONAL PREPAREDNESS MONTH

Everyone, from individuals to organizations and businesses, can start now by:

  • Securing and duplicating essential tax and financial documents

  • Creating property lists

  • Knowing where to find information once a disaster occurs

Start Securely: Taxpayers should keep critical original documents inside waterproof containers in a secure space. These include tax returns, birth certificates, deeds, titles, insurance policies, and other similarly important items.

Make Copies: If original documents are available only on paper, try scanning them into a digital file format. Saving them in a secure digital location, like a cloud-based storage application, can provide added security and portability.

Document Valuables!

Employer Fiduciary Bonds: Employers using payroll service providers should check if their provider has a fiduciary bond in place to protect the employers against a possible provider default.

Know Where To Go!

This document is designed for general information only. The information presented on this document should not be construed to be formal legal or tax advice nor the formation of a lawyer/client relationship.  For more information on this and other topics, please contact Kevin via any of the channels listed below: 📧kevin@kmckernan.com or 📞718-317-5007

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DO YOU HAVE A COLLEGE STUDENT? IMPORTANT HEALTH CARE, FINANCIAL AND EDUCATIONAL DOCUMENTS THAT THEY (AND YOU) NEED:

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A SMALL BUSINESS OWNER’S GUIDE TO BUSINESS EXPENSES