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management

Small Business Entrepreneurship Better than Bogleheads or Mr Money Mustache?

October 2, 2017 By Stephen Nelson CPA

Picture of young asian entrepreneur standing in office with laptop computer under arm.

In recent blog posts, I’ve pointed out some flaws I see in the Mr. Money Mustache and Bogleheads philosophies for preparing for … [Read more...] about Small Business Entrepreneurship Better than Bogleheads or Mr Money Mustache?

Filed Under: management, New business, retirement

Why File Out of State Tax Returns

August 20, 2017 By Stephen Nelson CPA

Picture of preoccupied man worried about why file out of state tax returns

Can we talk about something that’s a little bit awkward for small business owners? Specifically, can we discuss the “why file out of state tax … [Read more...] about Why File Out of State Tax Returns

Filed Under: Corporate taxation, management

Small Business Profitability: From Terrible to Great?

August 7, 2017 By Stephen Nelson CPA

A pyramid for grading your small business

I've been binge-watching David Rubenstein's excellent TV show where he interviews news makers. And let me say that if you haven't seen the show, check … [Read more...] about Small Business Profitability: From Terrible to Great?

Filed Under: management, New business

Portfolio Leverage Modeling with cFIREsim and FIRECalc

July 30, 2017 By Stephen Nelson CPA

Picture of man jumping for blog post about modeling portfolio risk with cFIREsim and FIRECalc

I’m slightly hesitant to talk about modeling portfolio leverage. The topic, in terms of personal safety, sort of resembles a discussion about how to … [Read more...] about Portfolio Leverage Modeling with cFIREsim and FIRECalc

Filed Under: investment, management, personal finance, retirement

Quick and Easy Small Business Fringe Benefits

July 17, 2017 By Stephen Nelson CPA

Picture of small business fringe benefits chart

Need a small business fringe benefits package to attract and retain good employees? Hey, me too. But it’s tough, right? We small business owners … [Read more...] about Quick and Easy Small Business Fringe Benefits

Filed Under: management, New business

Business Education Deductions

July 3, 2017 By Stephen Nelson CPA

Picture of a man generating a business education deduction by reading a book under a tree

A couple of times recently, I’ve talked with taxpayers about their business education deductions. And they have questions. Some small business … [Read more...] about Business Education Deductions

Filed Under: business taxes, individual income taxes, management, Strategy

Asset Allocation for Small Business Owners and Entrepreneurs

May 1, 2017 By Stephen Nelson CPA

Picture of asset allocation for small business owners concept graph on blackboard

In an online forum the other day, a long-time member advised someone to ignore their small business when considering their asset allocation. No one … [Read more...] about Asset Allocation for Small Business Owners and Entrepreneurs

Filed Under: management, personal finance, retirement Tagged With: asset allocation

Buying a Small Business: Tips and Tactics

April 24, 2017 By Stephen Nelson CPA

Picture of small business owner opening his wine shop

I don't want to be negative about you buying a small business. Buying a small business can be a great option. But you need to be careful. Getting … [Read more...] about Buying a Small Business: Tips and Tactics

Filed Under: Incorporation, management, New business

Small Business Net Present Value Analysis

March 27, 2017 By Stephen Nelson CPA

Last week's blog post talked about how to calculate an internal rate of return for your small business investment returns. But you probably also want … [Read more...] about Small Business Net Present Value Analysis

Filed Under: management, New business, personal finance

Small Business Investment Returns Astronomical?

March 20, 2017 By Stephen Nelson CPA

Picture showing entrepreneur calculating small business returns on investment

In this week's blog post, we're going to talk about small business investment returns. But if you read no further, please please take away this … [Read more...] about Small Business Investment Returns Astronomical?

Filed Under: management, personal finance, retirement

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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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