Resources Library | CMH Advisors

How to find a morning routine that sets you up for a great day

Does your morning start with a smack of the snooze button? Start off a great day with these tips for a morning routine that suits you.

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Demystifying IRS Form 1099

Let us pierce the veil of mystery surrounding the hardest-working form in the IRS lineup–Form 1099.

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What are source documents…and why does my business need them?

If you’d like to understand the importance of source documents and a paper trail for a business owner, this quick primer is for you.

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Make tax filing easier in 2022

Here are some simple steps you can take now to help make filing those tax returns easier come January.

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What to consider before gifting a pet this holiday season

If you plan to surprise someone with a new furry friend this holiday season, here are some cautionary points to keep in mind.

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Seven quick mindfulness techniques to help alleviate holiday stress

The holidays are fun…but they can also be stressful. Here are some fast and easy mindfulness techniques you can use to help reduce tension.

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From the firm: Make a plan, then take a break this holiday season

Whether you’re focusing on personal finances or your business interests, talk to us for help with your tax planning and find true peace of mind this h...

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Resolve to make this the year of the emergency fund

The COVID-19 pandemic has shown us the value of an emergency fund—but where do you start to build or rebuild one?

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Frugal, festive and fun family activities

The holidays are a great time to try some new activities, even if you’re on a budget. Start with these freebie ideas and mix them up to keep things fr...

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Gifts and incentives: Know the rules and write-offs

Wrapping up financial gifts for family, employees or your favorite charities? Be sure to check out these tax rules to avoid common tax traps.

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22 tax breaks for your small business

Make the most of these tax savings now to reduce your tax payments in 2022. We think you’ll agree it’s worth a few minutes of your time!

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Life and living: Fireplace finds and safety features

Gathering around the fireplace will be even more special with these hearth-warming accessories and safety tips.

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Mind flex: Top family games for 2021 and beyond

Try a few of the fun and popular games we’ve rounded up to bring the whole family together now and all year long.

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An attitude of gratitude

It’s been a crazy, chaotic year. When someone at the holiday table asks what you’re grateful for, here are 20 possibilities to choose from.

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Recognized among D Magazine’s Best Financial Planners 2021

Craig Hausz, CPA, CFP®, has been named as one of D Magazine’s Best Financial Planners in Dallas.

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