Coastal Business Services
The Hidden Financial Risks That Part-Time CFO Services Can Help Identify in Your Business
April 15, 2025 Dennis K. O’Brien
Running a business means juggling many responsibilities. Often, financial oversight becomes a secondary concern until problems arise. Many...
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Comprehensive Tax Planning Strategies for Small Businesses in Monmouth County
March 31, 2025 Dennis K. O’Brien
Tax planning is more than a yearly obligation for small businesses in Monmouth County, NJ—it's a crucial strategy for financial success. Local...
Avoiding Common Tax Pitfalls: A Comprehensive Guide for Monmouth County Business Owners
Tax season can bring anxiety for many business owners in Monmouth County. Staying up-to-date with tax requirements is crucial to avoiding costly...
Emerging Tax Trends for Small Businesses in 2025: What Monmouth County Entrepreneurs Need to Know
Small business owners in Monmouth County face significant tax changes in 2025 that could impact their bottom line. Digital products and streaming...
Navigating Personal Tax Preparation: A Homeowner’s Guide for Farmingdale and Surrounding Areas
Tax season can feel overwhelming for homeowners in Farmingdale and the surrounding Long Island areas. Understanding your tax obligations is...
Coastal Financial Advisors, Inc. Completes Advanced Virtual Training from America’s IRA Experts at Ed Slott and Company, LLC
March 12, 2025 Dennis K. O’Brien
Continuing education matters when retirement and tax decisions have real consequences. This announcement documents advanced IRA-focused...
Catholic Charities, Diocese of Trenton Selects O’Brien To Head Monmouth County Board
Catholic Charities, Diocese of Trenton is a faith-inspired social services agency whose mission is to renew lives and restore hope. In 2008,...
Local Financial Advisor and Tax Preparer Completes Advanced Virtual Training from America’s IRA Experts at Ed Slott and Company, LLC
Members of Ed Slott’s Elite IRA Advisor GroupSM Attend Semiannual Virtual Workshop and Learn About Future Threats to Retirement...
Benefits of Maintaining a Mortgage. When Keeping the Loan Can Be the Smarter Move
June 10, 2021 Dennis K. O’Brien
Maintaining a mortgage can be a smart choice when you have a low fixed rate, strong emergency savings, and better uses for cash, such as retirement...
