19 Feb I’m a Tax Expert: This Is the Worst Mistake I’ve Seen Someone Make With a Refund
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Taxes
25 Jan Including Equity Compensation in a Financial Plan
Whether stock options or an outright stock grant, equity compensation can be complicated. Understand what you have and how it fits into your portfolio....
07 Apr CBS Money Watch – Can you pay taxes with a personal loan?
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31 Jul SEP IRA vs. Solo 401(k): Which Should You Choose?
Last week I wrote about how a Solo 401(k) Could Be Your Best Retirement Plan Option. When it comes to picking a retirement plan, you have many choices. If you have no employees in your business, none of the choices are bad. Let’s start there and...
28 Jul Are Self-Directed IRAs for Real Estate a Good Idea? Maybe Not (Part 2)
It is getting increasingly popular for individuals to use self-directed IRAs to invest in alternative investments—that is, investments in things other than stocks, bonds, CDs and the like. The single most popular alternative investment for self-directed IRAs is real estate. With real estate values continuing to climb,...
27 Jul Are Self-Directed IRAs for Real Estate a Good Idea? Maybe Not (Part 1)
The stock market is tanking while real estate continues to be hot. If your retirement savings have taken a hit, you may be wondering if this is the time to invest in real estate through your IRA, Roth IRA, or SEP-IRA. You can’t invest in real estate...
25 Jul Solo 401(k) Could Be Your Best Retirement Plan Option
Have you procrastinated about setting up a tax-advantaged retirement plan for your small business? If the answer is yes, you are not alone. Still, this is not a good situation. You are paying income taxes that could easily be avoided. So consider setting up a plan...
18 Jun What is an Enrolled Agent?
The Enrolled Agent is highest professional designation awarded by the IRS. Enrolled Agents are granted unrestricted rights to represent taxpayers before the IRS throughout the US, have demonstrated special competence in tax matters, must adhere to ethical standards and are required to stay current with...
18 Jun Take Advantage of Partnership Special Allocations
One of the advantages of operating a business as a partnership is the right to make special allocations of tax items among the partners. You have the same opportunity if you run your business as an LLC that’s treated as a partnership for federal tax...
18 May 3 Things That Could Help Get You Back on Course
Most investors’ accounts have taken a hit lately and the markets are still volatile. The good news is that you don’t have to wait to take action. Hoping and waiting are not strategies. Here are three proactive steps that could help get you back on...
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