by Lauren | Aug 5, 2020 | Business Owners, Charitable Planning, Investing, Tax Planning
Many people are interested in donating to causes that matter to them right now. If you are donating a significant amount to a charity you may want to consider donating appreciated stock, mutual funds, or ETFs instead of cash. Why gift away your capital gain? Unlike...
by Lauren | Apr 30, 2020 | Business Owners, Planning Process, Retirement Planning, Tax Planning, Working Women
What is a backdoor Roth IRA and who can benefit from one? If you earn too much money, you are not eligible to make a full Roth IRA contribution directly to a Roth IRA (over. However, there is a way around this. Some crafty accountants and financial advisors designed...
by Lauren | Mar 24, 2020 | Business Owners, Tax Planning
Local businesses are on the frontline of the Coronavirus-induced sales slump. While this time may hurt our bottom line in the near future, we can use this slow period to build long-term value in your business. Here are some ways you can boost the value and efficiency...
by Lauren | Dec 31, 2019 | Estate Planning, Retirement Planning, Tax Planning
The end of the year is always a good time to check in on your financial and estate plans, but Congress has given you an extra incentive to do so this year. Congress recently passed the SECURE Act, who’s proponents are hailing it as one of the biggest changes to our...
by Lauren | Dec 27, 2019 | Business Owners, Tax Planning
What should you do with excess cash in your business? At year-end many business owners want to reduce their projected tax burden by investing in their business. Wait! Before you press “buy now” and purchase more equipment or office supplies we created...
