Page 9 - Abacoa Community News - June '21
P. 9
Abacoa, Page 9
Tax Talk
Dear Friends: Ask Anne
With more than 90,000
businesses in Palm Beach We receive many inquiries from
County, we are preparing business owners, sole proprietors
for the annual Business and professionals who work from
Tax Receipt (BTR) renewal home and others about the local Business Tax Receipt (BTR).
period which runs July 1 Any person selling merchandise or services in Palm Beach
through Sept. 30. I thought County, or operating as a one-person, remote, or home-based
this would be a perfect business must have a BTR, and renew it annually. There are
time to answer some of the some exemptions to this requirement that can be found on our
more common questions we website, www.pbctax.com. You must also check with your local
receive about the BTR and to who have not experienced one of these tropical storms or city or municipality in which you operate as to local business
provide you with resources for additional information. hurricanes, we can help you become more prepared and more requirements as well. Recently, we have been hearing from
June also brings the start of hurricane season and I, like informed with your storm preparations. We are very proud to remote or home-based professionals seeking information. Here
you, want to be prepared for any storms that may come once again provide our Hurricane Guide filled with crucial are a few questions from Tax Talk readers.
our way this year. Now is the time to make your plans and information for preparing for this year’s hurricane season. Question: I just moved to Florida and plan on working
we want to help you with those plans, so I am thrilled to The guide is chock-full of information, such as, important remotely before establishing an office for my business, what
announce the availability of our hurricane guide for our Palm phone numbers, items to include in your hurricane supply Business Tax Receipt type will I need to obtain?
Beach County residents and businesses. kit and steps you can take to prepare before a storm arrives. Answer: As a sole professional working from your home,
Stay safe, To download a copy of our Hurricane Guide, please visit you will need to apply for a Business Tax Receipt for yourself.
Anne M. Gannon, www.pbctax.com. Once you open your office, the office will need a BTR as well. If
Constitutional Tax Collector, you grow your business and have other professionals working in
Serving Palm Beach County New Business Listing your office (such as a law firm or medical practice with multiple
practitioners), each professional under your office roof will need
Plan. Prepare. Protect. Did you know that we offer new Palm Beach their own BTR. Also, check with your local municipality for its
County business listings to local Business Tax Receipt requirements.
June 1 marks the beginning of hurricane season and each the general public through Question: I’m an art student and run a small side business
year at this time it is all about preparations. Those of us who our subscription service? Visit selling my crafts directly to buyers on Instagram and other selling
have been through storms before, understand the importance www.pbctax.com to complete platforms like Etsy, do I need a Business Tax Receipt?
of preparing and planning to avoid being caught off guard an application to sign up for Answer: Yes, you do need a Business Tax Receipt, even if
from an approaching storm. For our newest neighbors this subscription service. you’re selling homemade goods online and don’t intend to open
a storefront. The BTR application is available on www.pbctax.
Asset Advisory Services – Forty Years com and the annual BTR renewal fee can be paid online. Also
check with your local municipality for its local Business Tax
of Designing Personalized Financial Receipt requirements.
Question: I live in Martin County but run a construction
business that recently started doing work in Palm Beach County,
Solutions with Insight and Integrity what are my Business Tax Receipt obligations?
Answer: You will need to apply for a BTR from Palm Beach
County by visiting www.pbctax.com and be sure to check the
We know how incredibly personal it is to plan for a Managing your Wealth in Alignment with local municipalities within Palm Beach County that you are
lifetime of secure financial fulfillment. It is the very basis that your Life - Our 5-Step Approach: doing business in, as each has separate BTR requirements, and
we at Asset Advisory Services promise to draw from when Discovery – Assessment – Evaluation – will verify that your BTR is up to date prior to issuing work
crafting a unique approach, tailored to fit your individual Implementation – Adaption permits. You are required to obtain a BTR within 30 days of
financial goals - planned to suit what is most important to Our top goal is to exceed expectations with care. starting business in Palm Beach County, and penalties will be
you. We are celebrating our fourth decade of providing the One way we accomplish this is by offering educational charged after that grace period.
highest level of care to our clients. workshops to expand your knowledge and illuminate our Question: I work from home as a customer service
Our Founder, Curtis S. Francisco, CFP , AIF built the wide array of services to you. At Asset Advisory Services, representative answering phone calls for my employer, who has
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firm from a strong work ethic and personalized touch to help we lend our expertise in helping you manage the many provided me with all the necessary equipment I need to perform
people make their very best investment choices. His son Joe and complicated factors that contribute to a stable and my job, do I need a Business Tax Receipt?
has worked alongside him in the firm for the past 6 years. sustainable Financial Home. Answer: No. If you are a home-based employee answering
Our staff consists of seasoned professionals with over 20 Our clients count on us to review market trends and customer service calls from your home for your company and
years of combined experience. current events, monitor and advise them on cash flow and you receive a W-2 from that company, you do not need to obtain
Our advisors at AAS take the time to get to know you and performance, and to keep their portfolios on track to the a BTR.
your family and take pride in the practice of “relationship highest consistent level of performance possible. Throughout Visit www.pbctax.com/local-business-tax for full details,
investing.” Realizing that your needs and experiences will the year we review current tax returns, and advise on forms, and an online payment portal.
shift over the years as you flow with your loved ones from strategies to secure better deductions, to minimize your tax
Accumulating your Wealth to De-cumulating your Wealth, liability in conjunction with saving for your retirement. Important Dates And
our intention is to invest in you as a partner in your process. When questions about your investments, your tax
Our goal is to help you pursue your short and long-term planning, your complex estate concerns, your retirement, Deadlines
dreams, no matter your stage in life. planning and maintaining proper levels of your insurance
arise, think of Asset Advisory Services – we are here to keep June National Safety Month
“Our approach gives us a unique you on the path to Financial Freedom. June 1 Tourist Development Tax Due
perspective that allows us to create Hurricane Season Begins
the right plan for you and your June 20 Father’s Day
investments. We can help you get June 30 June Discounted Installment
where you want to go safely, while Payment Plan Payment Due
managing the risks that can impede
your progress.” Southern Exposure Technologies
- Curtis S. Francisco, CFP ,
®
AIF , Founder, President, Asset Computer Install/Setup/Repair
®
Advisory Services (561) 315-0144
The team that has the knowledge and credentials to deliver getsetgo.annie@gmail.com
We host educational workshops and everything you need to plan for your future. Left to right * DSL, Broadband,Wireless Install
appreciation events that keep our clients at the - Andrew J. Francisco, M.Ed., Associate Advisor; Joseph * Networking, Troubleshooting
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center of the personalized care we deliver with C. Francisco, AIF , Vice President; Curtis S. Francisco, * Instruction
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consistency and dedication. CFP , AIF , President; Lori M. Colclasure, CFP , CPA, * Hardware/Software Installation
The experienced team at Asset Advisory Services brings RICP, CDFA, Wealth Advisor Photo credit: Scott Steger * Virus/Spyware/Adware Fix
* Cleanup/Maintenance/Backup
strength of a unified team approach. Our “big-picture” * Business Consult/Startup/Move
mindset to financial wholeness keeps us focused on actively We look forward to hearing from you at: 561.747.9550 * Website Design/Maintenance
retaining “financial staying-power” vs. passively pursuing To schedule your Complimentary Financial Review Call S.E.T. to install your “new computer, printer
simple “financial management.” This care is what clients have Asset Advisory Services, Inc. and wireless network”!
come to count on from us throughout the years. Our system Three Palms Center GET S.E.T. GO!
of review meetings and meaningful updates helps us keep a 2141 Alt A1A South Suite 310 REASONABLE HOURLY, WEEKLY, MONTHLY RATES
pulse on what is happening in your life, and assist you with Jupiter, Florida 33477 FOR SMALL BUSINESSES FOR AS LOW AS $50.00 AN HOUR,
WITH A MINIMUM OF 6 HOURS A MONTH,
mapping out new strategies as you navigate each stage of life. To learn more about what we can do for you, OR 2 HOURS A WEEK, OR ON AN AS-NEEDED
Is the financial planning process new to you, or are you please visit us at: www.AssetAdvisoryServices.com BASIS RATE OF $75.00 P/HOUR.
simply in need of a second opinion? We are happy to help. START YOUR NEW YEAR WITH SECURE BACKUPS,
We take pride in being the premier colleague in your big- Securities and Advisory Services Offered through Commonwealth Financial QUALITY MAINTENANCE, ATTENTION TO DETAIL AND
Network Member FINRA/SIPC, a Registered Investment Adviser.
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picture financial success plan! Fixed Insurance products and services offered through CES Insurance Agency PERSONABLE ON-SITE SUPPORT!
(561) 315-0144
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