Q&A Recaps

Q&A Recaps

August 7, 2026

Management Q&A

As a beneficiary on someone’s bank account, why does a bank require filling out a W9? Should I consider a cheaper (mandated) training program if it may result in more technical problems for me than if I just take the higher cost “standard” LAUSD program? Is it worth it to keep taking time and energy trying to “chase down” what has been a very challenging medical insurance reimbursement claim? I have some funds that have come in. How can I best use these to pay off debt, while keeping some in reserves for us if needed, while we are in a season where the priority is creating more income. We evaluate the potential benefits of a credit card balance transfer offer. Can I put money that has been gifted to me into my business account? A question about tracking our residuals. What is the simplest way to manage monthly bill paying.

Featured Resources

BOI E-FILING – As of August 2026 U.S. companies are exempt from the Beneficial Ownership Information (BOI) reporting requirements and therefore, are no longer required to file BOI reports. We recommend continuing to check for potential future updates.