The tax records that small businesses should keep with Barbara Weltman

Josh Jalinski, The Financial Quarterback is joined by Barbara Weltman, attorney, author, and public speaker and also known as "the guru of small business taxes” by The Wall Street Journal. She is a nationally recognized expert on tax and small business and a member of the J.K. Lasser Institute Team of Editors & Writers. Her latest book J.K. Lasser’s Small Business Taxes 2020 (for 2019 returns and year-round tax planning) is out now. She also serves as Staples.com’s Small Business Tax Expert. She is a member of the Small Business Advocate Brain Trust and serves on the advisory boards for Small Business & Entrepreneurship (SBE) Council, WE-Inc., My Venture Pad, and Boardroom’s Bottom Line/Personal. She is an adjunct professor at Manhattanville College, where she teaches Principles of Entrepreneurship.

In this segment, Barbara advises listeners on which tax records small businesses need to make sure they keep. Find out what documents are critical to retain for the IRS!

Listen to the Financial Quarterback live every Sat/Sun 9am EST on WOR AM710. Follow Josh on Facebook, Twitter and YouTube. Visit Jalinski.org for more information, and pick up his latest book, Retirement Reality Check now.