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Stephen Nelson CPA

Worst-case Scenarios for Roth-style Accounts

May 26, 2014 By Stephen Nelson CPA

Picture of stressed out man holding head in his hands

In my last blog post, I argued that Roth-IRAs and Roth-401(k)s don’t actually save most people money. That argument boils down to a single point: A … [Read more...] about Worst-case Scenarios for Roth-style Accounts

Filed Under: personal finance

Are Roth-IRAs and Roth-401(k)s Really a Good Deal?

May 19, 2014 By Stephen Nelson CPA

Picture of eggs balanced on a carpenter's level

You probably know the attraction of a Roth-IRA or Roth-401(k), right? Unlike a regular retirement account, you can withdraw money from a Roth-style … [Read more...] about Are Roth-IRAs and Roth-401(k)s Really a Good Deal?

Filed Under: personal finance

Getting a Great Tax Return Prepared for Less than $100

April 21, 2014 By Stephen Nelson CPA

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  I had a couple of people challenge me this tax season on our pricing. One guy called on the telephone asking if we’re actually … [Read more...] about Getting a Great Tax Return Prepared for Less than $100

Filed Under: business taxes, personal finance, Software

Download a free incorporation or LLC formation kit

March 21, 2014 By Stephen Nelson CPA

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10/6/2014 Editors note: On October 1, we discontinued our free giveaway of do-it-yourself incorporation kits... Sorry. See here if you're curious … [Read more...] about Download a free incorporation or LLC formation kit

Filed Under: Incorporation, New business

Seahawks Suggest Stratagems for Small Business Success

February 27, 2014 By Stephen Nelson CPA

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Last weekend, I finished reading Pete Carroll's book, "Win Forever." The book makes for a fun read. Especially for Seahawks fans wanting to--no … [Read more...] about Seahawks Suggest Stratagems for Small Business Success

Filed Under: management

Income Allocation Versus Asset Allocation: Why Income Allocation is More Important

February 17, 2014 By Stephen Nelson CPA

Picture of blackboard with investment terms written all over board

You may have heard of, may even yourself use, the tactic of asset allocation in your own investing. And that's great. Asset allocation largely … [Read more...] about Income Allocation Versus Asset Allocation: Why Income Allocation is More Important

Filed Under: management, personal finance

Asset Seizures and Forfeitures and Your S Corporation

February 10, 2014 By Stephen Nelson CPA

Picture of coalminer helmut

I've been a big fan of the FX series "Justified" the last few years. Based on an Elmore Leonard short story, "Fire in the Hole," the series follows … [Read more...] about Asset Seizures and Forfeitures and Your S Corporation

Filed Under: business taxes, management

Money Mistakes of the Top One Percent

February 3, 2014 By Stephen Nelson CPA

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This is the final post I'll do about the IRS personal wealth statistics on the richest one percent in America. At least for a while. What I am … [Read more...] about Money Mistakes of the Top One Percent

Filed Under: management, personal finance

Smart Wealth Strategies of the One Percent

January 27, 2014 By Stephen Nelson CPA

Picture of poster with drawing business concept and money, close up

The personal wealth statistics supplied by the IRS (which I’ve blogged about in other posts here like Joining the Top Five Percent or Top One Percent … [Read more...] about Smart Wealth Strategies of the One Percent

Filed Under: management, New business, personal finance

Caricaturing the One Percent

January 20, 2014 By Stephen Nelson CPA

Picture of a rider on horse

A few weeks ago, in response to all the renewed interest in Washington D.C. politics about the inequality of income and wealth in America, I cobbled … [Read more...] about Caricaturing the One Percent

Filed Under: management, personal finance

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Washington State Estate Tax Calculator (2025 Version)

A new estate tax law passed by the Senate in April of 2025, and currently being considered by the House, taxes estates in excess of $3,000,000 at … [Read More...] about Washington State Estate Tax Calculator (2025 Version)

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Nate Silver On the Edge: Actionable Insights for Entrepreneurs

I read Nate Silver’s On the Edge on a recent trip to the California desert. The book isn’t really about entrepreneurship or small business ownership … [Read More...] about Nate Silver On the Edge: Actionable Insights for Entrepreneurs

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Deep Work Tax Deductions

On a recent vacation, I read Cal Newport’s book, “Deep Work.” Which got me thinking about tax deductions for deep work. Newport’s ideas have great … [Read More...] about Deep Work Tax Deductions

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