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investment

Updating your Financial Game Plan for Low Interest Rates and Equity Returns

February 8, 2021 By Stephen Nelson CPA

A couple of times over the last few months, I've read good academic papers about the impact of historically low costs of capital. So, the impact of … [Read more...] about Updating your Financial Game Plan for Low Interest Rates and Equity Returns

Filed Under: investment, management, personal finance, real estate, retirement

How to Inherit a Million Dollars

February 10, 2020 By Stephen Nelson CPA

Over the last year, I helped several families administer a large-ish estate and disburse decent-sized inheritances. Which was fun and interesting … [Read more...] about How to Inherit a Million Dollars

Filed Under: investment, real estate, retirement

Sobering Up About Qualified Opportunity Zones

December 16, 2019 By Stephen Nelson CPA

You probably need to prepare for the holidays you and your family celebrate. Or maybe start work on some year-end accounting. Accordingly, I want … [Read more...] about Sobering Up About Qualified Opportunity Zones

Filed Under: business taxes, individual income taxes, investment, qualified opportunity zone

Planning for the Warren Wealth Taxes

November 8, 2019 By Stephen Nelson CPA

Planning for Warren wealth tax a balancing act

Normally, we don’t blog about proposed tax legislation. Especially something like Elizabeth Warren’s wealth tax proposals. She hasn’t even won her … [Read more...] about Planning for the Warren Wealth Taxes

Filed Under: individual income taxes, investment, personal finance, wealth tax

A Dozen Reasons for Direct Real Estate Investment

July 8, 2019 By Stephen Nelson CPA

Okay, I am not a direct real estate investment fanatic. Absolutely not. Further, I get that direct real estate investment burdens investors with … [Read more...] about A Dozen Reasons for Direct Real Estate Investment

Filed Under: investment, personal finance, real estate

Rate of Return of Everything Line Charts

June 24, 2019 By Stephen Nelson CPA

About a year and a half ago, a group of researchers published a study that summarized rates of return on equities, housing and bonds for 16 countries … [Read more...] about Rate of Return of Everything Line Charts

Filed Under: investment, personal finance

Lifetime Earnings Top One Percent Surprise

May 15, 2019 By Stephen Nelson CPA

I encountered some pretty interesting data recently. The lifetime earnings of the top one percent, top five percent and top ten percent. A surprise … [Read more...] about Lifetime Earnings Top One Percent Surprise

Filed Under: investment, personal finance, retirement, Strategy

Section 199A Rental Property Trade or Business Definition

September 17, 2018 By Stephen Nelson CPA

Even small investors should benefit from the Section 199A rental property deduction.

Section 199A potentially gives real estate investors a deduction equal to 20% of their rental income. Some real estate investor with, say, $100,000 … [Read more...] about Section 199A Rental Property Trade or Business Definition

Filed Under: individual income taxes, investment, personal finance, real estate, Section 199A

The Retirement Saving Section 199A Deduction Connection

August 20, 2018 By Stephen Nelson CPA

Picture of Young businessman standing in front of sketched charts and signs on a blackboard for the retirement savings Sec. 199A blog post

Note: This blog post has not been updated for the Section 199A final regulations that appeared over the 2019 Martin Luther King Jr. holiday weekend … [Read more...] about The Retirement Saving Section 199A Deduction Connection

Filed Under: investment, personal finance, real estate, Section 199A

The Wisdom of Elders: Bogleheads Three Fund Portfolio

July 2, 2018 By Stephen Nelson CPA

Picture of the tree of knowledge growing out a a book, a photo fro the Bogleheads three fund portfolio blog post

Last Thursday, Taylor Larimore sent me a copy of his new book, The Bogleheads Guide to the Three-fund Portfolio. Saturday morning, I read … [Read more...] about The Wisdom of Elders: Bogleheads Three Fund Portfolio

Filed Under: investment, personal finance

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Image of monkey wrenches for a Covid-19 late election blog post. Because Covid-19 is a monkey wrench for late S elections.

Covid-19 Late S Corporation Elections

Like most small business CPA firms, we love S corporations. Oh, no, it’s true. Call us crazy. But we love the way they help entrepreneurs reduce … [Read More...] about Covid-19 Late S Corporation Elections

Covid-19 Economic Uncertainty Update

Over most of the last year, we’ve talked a lot at this blog about economic uncertainty and the Covid-19 pandemic. As you maybe know, the popular … [Read More...] about Covid-19 Economic Uncertainty Update

ERC and PPP Affiliation Rules May Make Acquisitions More Attractive

Editor's Note: Daniel Chodan, a tax partner with the Trout CPA firm in Pennsylvania, wrote the article that appears below. If you follow Dan on … [Read More...] about ERC and PPP Affiliation Rules May Make Acquisitions More Attractive

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