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Stephen Nelson CPA

The Only Times You Should use a Roth-style Account

June 2, 2014 By Stephen Nelson CPA

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In a couple of recent blog posts (see here and here), I've trash-talked the option of using Roth-IRA and Roth-401(k) accounts. And that … [Read more...] about The Only Times You Should use a Roth-style Account

Filed Under: personal finance

Worst-case Scenarios for Roth-style Accounts

May 26, 2014 By Stephen Nelson CPA

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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

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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

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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

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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

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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

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Featured Posts

The Washington millionaire tax missing deductions will surprise many taxpayers.

The Missing Washington Millionaires Tax Deductions

Washington state taxpayers paying the new Millionaires Tax may assume the itemized deductions they use on their federal income tax return also somehow … [Read More...] about The Missing Washington Millionaires Tax Deductions

Washington state estate tax calculator 2026 version

Washington State Estate Tax Calculator (2026 Version)

The Washington State Estate Tax Calculator provided below estimates state estate taxes for decedents dying on or after July 1, 2026. Note that the … [Read More...] about Washington State Estate Tax Calculator (2026 Version)

Washington millionaire tax creates two marriage penalties

Washington Millionaires Tax Marriage Penalty

The federal income tax sometimes creates a marriage penalty. But usually not. Most federal tax brackets, standard deductions and adjustments for … [Read More...] about Washington Millionaires Tax Marriage Penalty

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