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Stephen Nelson CPA

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

Picture of top corner of a corporate tax return

  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

Picture of entrepreneur working on clear writing board.

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

Picture of Seattle Space Needle flying Seahawks 12th man flag

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

Picture of maze

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

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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

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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

S Corporations, Health Insurance and Obamacare

January 13, 2014 By Stephen Nelson CPA

Picture of freeway sign with phrase Affordable Care Act

The Affordable Care Act (also known as Obamacare) makes a number of changes to the way that small businesses account for and treat health insurance … [Read more...] about S Corporations, Health Insurance and Obamacare

Filed Under: Bookkeeping, personal finance

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Featured Posts

Trump Savings Accounts provide a slick way for parents to save money for kids.

Trump Savings Accounts – Free Money from the Government

Child focused tax benefits have taken on many forms over the years.  We've had child tax credits, dependent care credits, education credits, 529 … [Read More...] about Trump Savings Accounts – Free Money from the Government

Combine Section 1031 like-kind exchanges with Section 168(k) bonus depreciation to create large deductions.

Bonus Depreciation and 1031 Exchanges: A Hidden Opportunity

Real estate investors know about bonus depreciation. They also know about 1031 like-kind exchanges. But not everyone realizes that the two rules can … [Read More...] about Bonus Depreciation and 1031 Exchanges: A Hidden Opportunity

100% bonus depreciation creates new opportunities for investors and entrepreneurs

The Section 168(k) Bonus Depreciation Purchased Requirement

You can get 100% bonus depreciation on tangible personal property assets you purchase and place into service after January 19, 2025. That seems … [Read More...] about The Section 168(k) Bonus Depreciation Purchased Requirement

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