6 Ways to Become Your CPA’s Favorite Client This Tax Season in 2021 Establishing a good relationship with your accountant can result in a number of benefits including faster turnaround times, lower fees, and [...]
The 2020 election and the COVID-19 pandemic have coincided to create a unique opportunity for high net worth individuals. With current valuation discounts at relative highs and interest rates at all time lows, significant opportunities exist to transfer wealth to future generations.
The Tax Cut and Jobs Act of 2017 fundamentally changed the landscape of tax efficient charitable giving for investors and retirees. With the elimination of many miscellaneous itemized deductions, the implementation of a cap on state [...]
Selling a franchise business is more than simply waiting for investment bankers to negotiate the highest sales price. Like any business endeavor, establishing sound goals and objectives in addition to tax efficiency requires strategic planning well [...]
Whether you are starting your first job or have been retired for ten years, creating and maintaining a budget is critical to set yourself up for financial success. A budget can help prioritize long-term saving, [...]
If you are new to the investing world, you might find the prospect of choosing individual stocks and bonds to be incredibly time consuming and complex. You may have personal connections to certain brands, but how [...]
Every few months, a reputable financial news website like MarketWatch, CNBC, or The Wall Street Journal releases an article about the benefits of contributing to a non-deductible IRA and converting that contribution to a Roth IRA (a “backdoor” Roth [...]
You’re in week 39 of your pregnancy. You’ve read every “How To” book for new parents. You found a crib, a stroller, and this car seat rated 4.97 stars on Amazon that could withstand a nuclear war. You baby-proofed [...]
We are faced with choices every day. We choose the food we eat, the places we shop, the brands we patronize, and the people with whom we interact. These everyday choices help to define who we are and craft [...]
The age-old question: what happens to us when we die? I’d be lying if I said I had any sort of spiritual answer for you. I can; however, help shed some light on what happens to your worldly possessions [...]
