by Derek | Jan 19, 2022 | Uncategorized
Let’s say that you’re an owner of a small business and that you want to take advantage of any tax benefits possible. Let’s also say that you like to get the team together a few times a year — to give everyone a break from the office, to build culture, and to keep...
by Derek | Jul 15, 2021 | Weekly Happenings
There has been no shortage of important tax policy updates during the last 16 months. Major areas that have seen shifts include unemployment benefits, retirement rules, filing extensions, and this week we tack on another—the Child Tax Credit. It’s not breaking news,...
by Derek | May 27, 2021 | Uncategorized
“The estate tax is only for the rich.” Yeah, right. What if I told you that you were rich! Many Americans are surprised when they add up their assets. Combine retirement accounts, real estate, business ownership, and other assets, and your estate tax liability could...
by Derek | Feb 19, 2021 | Uncategorized
As if navigating the retirement investing landscape wasn’t complicated enough, planning for your children’s college costs can seem even more challenging. Unlike your retirement, which may seem like ages from now, it might not be very long before your son or daughter...
by Derek | Dec 29, 2020 | Uncategorized
You know that old story – “Warren Buffett pays a lower tax rate than his secretary!” Is it true? Let’s take a look. He might – if he is paying taxes via long-term capital gains and his secretary is making a rather large salary (taxed at normal income tax rates). The...
