For today’s Tax Strategy Tuesday, I’ll be sharing a trick landlords and small business owners with real estate and capital equipment (like vehicles … [Read more...] about Tax Strategy Tuesday: Accelerate Depreciation Strategy
personal finance
Tax Strategy Tuesday: Vacation Rental Property
On Tuesdays, for at least the next few weeks, we will blog about tax strategies that high-income investors and business owners may be able to use to … [Read more...] about Tax Strategy Tuesday: Vacation Rental Property
That Nearly Secret IRS Personal Wealth Study
Last spring, some fascinating, nearly secret IRS personal wealth information slipped out into public view. And, just so there’s not confusion, I am … [Read more...] about That Nearly Secret IRS Personal Wealth Study
Biden Estate Tax Hikes
The big news in the tax world lately has been the President Biden and the Biden administration’s tax proposals found in the “General Explanations of … [Read more...] about Biden Estate Tax Hikes
Updating your Financial Game Plan for Low Interest Rates and Equity Returns
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
Small Business Survival Guide to Corona Virus Crisis
A blog reader reached out last week, suggesting I offer up some advice to small business owners. She pointed out the print books I’ve written (like … [Read more...] about Small Business Survival Guide to Corona Virus Crisis
Delay Social Security Benefits to Bump Safe Spending Rate
You maybe know this already. But if your retirement plan combines income from IRAs and 401(k) accounts with Social Security benefits, you can probably … [Read more...] about Delay Social Security Benefits to Bump Safe Spending Rate
Planning for the Warren Wealth Taxes
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
Cancelling Life Insurance: Three Rules for Pulling Plug
A nearly $5,000 invoice from a life insurance company sits on my desk. But I haven’t paid it yet. Because I'm considering cancelling the policy. … [Read more...] about Cancelling Life Insurance: Three Rules for Pulling Plug
Small Business Succession Planning Secrets
I spent last weekend in eastern Montana with a handful of third and fourth generation farmers and ranchers, relatives of my wife. Truly beautiful … [Read more...] about Small Business Succession Planning Secrets