Importance of Naming Your Trustee
When it comes to estate planning, trusts are appealing for many reasons. They can enable you to hold and transfer assets for beneficiaries, avoid probate and reduce estate tax […]
“Nanny Tax” Applies to More Than Nannies
You may have heard of the “nanny tax.” But even if you don’t employ a nanny, it may apply to you. You see, […]
Your Phone May Be a Fraud Risk
As more people use mobile phones, more fraud perpetrators target these devices. According to Javelin Strategy & Research, between 2017 and 2018 the number […]
Assess Fraud Risk Before Experiencing Losses
If you’re like most business owners and executives, you may not actively search for fraud risks — until there’s an incident and you’re facing possible losses. Although […]
An Ideal Time for Roth IRA Conversions
Roth IRAs offer significant estate planning and financial benefits. Do you have a substantial balance in a traditional IRA and are considering converting it […]
Buy-Sell Agreements Can Provide Liquidity to Cover Estate Taxes
If you own an interest in a closely held business, it’s critical to have a well-designed, properly funded buy-sell agreement. That’s because buy-sell agreements can provide liquidity. […]
US Dollar is on Life Support
As posted to the GoldSilver YouTube Channel on 08/20/19
(Run time 12 min, 37 sec)
4 Pieces of Advice from Elon Musk
As posted to the FightMediocrity YouTube Channel on 8/19/19
(Run time: 3 min, 8 sec)
Good Time to Review Your Investments
You may have heard about a proposal in Washington to cut the taxes paid on investments by indexing capital gains to inflation. Under the […]
Background Checks on Prospective Employees
Background checks don’t inoculate companies against occupational fraud and other criminal acts by employees. After all, many thieves have never been caught and, therefore, […]
