Can we talk about something that’s a little bit awkward for small business owners? Specifically, can we discuss the “why file out of state tax … [Read more...] about Why File Out of State Tax Returns
Small Business Profitability: From Terrible to Great?
I've been binge-watching David Rubenstein's excellent TV show where he interviews news makers. And let me say that if you haven't seen the show, check … [Read more...] about Small Business Profitability: From Terrible to Great?
Portfolio Leverage Modeling with cFIREsim and FIRECalc
I’m slightly hesitant to talk about modeling portfolio leverage. The topic, in terms of personal safety, sort of resembles a discussion about how to … [Read more...] about Portfolio Leverage Modeling with cFIREsim and FIRECalc
Financially Independent Retired Early: Flaws with Philosophy?
Okay, an important first stipulation. I totally understand the allure of the financially independent retired early strategy. Further, I totally … [Read more...] about Financially Independent Retired Early: Flaws with Philosophy?
Quick and Easy Small Business Fringe Benefits
Need a small business fringe benefits package to attract and retain good employees? Hey, me too. But it’s tough, right? We small business owners … [Read more...] about Quick and Easy Small Business Fringe Benefits
The Average Retirement Savings Return
Buried at the heart of every personal financial plan is a critical percentage: an average retirement savings return estimate. And that leads to … [Read more...] about The Average Retirement Savings Return
Business Education Deductions
A couple of times recently, I’ve talked with taxpayers about their business education deductions. And they have questions. Some small business … [Read more...] about Business Education Deductions
Real Estate Professional Loophole
Earlier this year, the tax court issued a decision about the real estate professional loophole. A dentist, one Dr. Zarrinnegar, had used the real … [Read more...] about Real Estate Professional Loophole
Spotting Investment Scams
This week, I want to talk about spotting investment scams. Okay, sure, a funny topic for a CPA to broach. But every year, our CPA firm sees a … [Read more...] about Spotting Investment Scams
Paying Zero Income Taxes on Average Income
Last week, I blogged about how to pay zero federal income taxes on a $100,000 income. But that’s not very relevant to most readers. First, the U.S. … [Read more...] about Paying Zero Income Taxes on Average Income