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 […]
Roth IRAs offer significant estate planning and financial benefits. Do you have a substantial balance in a traditional IRA and are considering converting it […]
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. […]
(Run time 12 min, 37 sec)
As posted to the FightMediocrity YouTube Channel on 8/19/19
(Run time: 3 min, 8 sec)
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 don’t inoculate companies against occupational fraud and other criminal acts by employees. After all, many thieves have never been caught and, therefore, […]
There’s good news about the §179 depreciation deduction for business property. The election has long provided a tax windfall to businesses. This is because […]
As posted to the Reviver Auto YouTube Channel on 5/7/18
Currently available in CA and AZ, […]
If you’re a volunteer who works for charity, you may be wondering . . . does charitable volunteering yield tax breaks? Yes, you

(This is Blog Post #598)