- The 2017 Tax Cuts and Jobs Act is made permanent, with new benefits for families and businesses
- The bill advances to the Senate, but final passage is not
- Insurance costs are increasingly troublesome for small business owners
- Captive insurance companies offer tax benefits, greater risk-management control, and even
This week is an ode to the GOAT: Warren Buffett
Nobody was surprised when the Oracle of Omaha announced he’d be hanging up his cleats. In the final moments of
- The S&P 500 is up almost 20% from its April 7 low, led by tech stocks
- After another good jobs report, interest rates have stabilized
- Corporate earnings are
This week’s insight is about an old man yelling at a cloud, in a manner of speaking.
A recent Wall Street Journal article profiled “finfluencers,” also known as
- Many federal, state, and local incentives have been created in recent years to boost small-business formation and activity
- The list of grants, tax credits &
This week’s insight celebrates Tax Day and all the joys that come with it.
My CPA friends will take much-deserved vacations in the weeks ahead—once April 15
- Last Thursday and Friday were tough on the bulls, with the S&P 500 tallying a 10% two-day drop, the worst since March 2020
- With fear comes opportunity, though
This week’s insight looks at early retirement. More Americans than ever are mulling it over, but there are important planning activities to perform—lifestyle &
Wealth Transfer Strategies for Business Owners: Large Legacy, Small Taxes
- Passing a business on to the next generation requires attention to detail and knowledge
This week’s insight spotlights cash balance plans and how they, or other retirement savings vehicles, could save you big dollars come tax time.
Small business
This week’s insight keeps on the tax-code theme (as the April 15 filing deadline looms!).
One of the best effects of the COVID-19 pandemic, precisely five years
