After I did the first couple of blog posts about insights I’d gleaned from David Swensen’s wonderful book, “Pioneering Portfolio Management,” I … [Read more...] about Entrepreneurs as Active Investors
Successful Active Investor Tips from David Swensen
Are you interested in becoming a successful active investor? No, I know. You don’t want to admit you’re thinking this way. Most people know the … [Read more...] about Successful Active Investor Tips from David Swensen
Bear Market Survival Tactics: Ideas from David Swensen’s Book
An awkward topic: Are you looking for or thinking about bear market survival tactics? No, I know. You're right. We probably can't time the market. … [Read more...] about Bear Market Survival Tactics: Ideas from David Swensen’s Book
The Million Dollar S Corporation Mistake
Bad or erroneous tax advice costs small business owners in all sorts of ways. But deciding not to run a successful small business as an S corporation … [Read more...] about The Million Dollar S Corporation Mistake
S Corporation Paperwork Problems
Right before New Year’s Eve, a tax court vaporized an S corporation and its shareholder due to what might only amount to poor S corporation … [Read more...] about S Corporation Paperwork Problems
Washington State Household Employees and Independent Contractors
A client asked me the other day about the accounting rules one needs to use for Washington State household employees and independent … [Read more...] about Washington State Household Employees and Independent Contractors
S Corporation Partnerships Let You Break Rules
I want to talk about S corporation partnerships in this week's blog post. And here's why: S corporations provide great tax savings, but … [Read more...] about S Corporation Partnerships Let You Break Rules
Qualified Small Employer Health Reimbursement Arrangement Rules
Last week Congress created the “Qualified Small Employer Health Reimbursement Arrangement.” Presumably, President Obama will sign the legislation … [Read more...] about Qualified Small Employer Health Reimbursement Arrangement Rules
Financial Planning for Top One Percent
At first blush, David Splinter’s excellent doctoral dissertation about income variability and its effects on inequality seems to have little to do … [Read more...] about Financial Planning for Top One Percent
S Corporation Salary Rules
S corporation shareholder-employees regularly ask for S corporation salary rules. And tax accountants, wanting to help, try to provide … [Read more...] about S Corporation Salary Rules