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personal finance

The Million Dollar S Corporation Mistake

January 16, 2017 By Stephen Nelson CPA

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Bad or erroneous tax advice costs small business owners in all sorts of ways. But deciding not to run a successful small business as an S corporation … [Read more...] about The Million Dollar S Corporation Mistake

Filed Under: Corporate taxation, personal finance, retirement

Washington State Household Employees and Independent Contractors

January 2, 2017 By Stephen Nelson CPA

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A client asked me the other day about the accounting rules one needs to use for Washington State household employees and independent … [Read more...] about Washington State Household Employees and Independent Contractors

Filed Under: Bookkeeping, personal finance

Qualified Small Employer Health Reimbursement Arrangement Rules

December 12, 2016 By Stephen Nelson CPA

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Last week Congress created the “Qualified Small Employer Health Reimbursement Arrangement.” Presumably, President Obama will sign the legislation … [Read more...] about Qualified Small Employer Health Reimbursement Arrangement Rules

Filed Under: health care, insurance, management, personal finance Tagged With: qualified small business health reimbursement arrangement

Financial Planning for Top One Percent

December 5, 2016 By Stephen Nelson CPA

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At first blush,  David Splinter’s excellent doctoral dissertation about income variability and its effects on inequality seems to have little to do … [Read more...] about Financial Planning for Top One Percent

Filed Under: personal finance, retirement

How to Feel Rich: A Thanksgiving Essay

November 21, 2016 By Stephen Nelson CPA

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The Thanksgiving holiday occurs this week, which maybe seems unrelated to the topic of how to feel rich, but a nice connection exists, so let me … [Read more...] about How to Feel Rich: A Thanksgiving Essay

Filed Under: personal finance

Real Estate Investors and the Net Investment Income Tax

November 7, 2016 By Stephen Nelson CPA

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Last week, we did a blog post about small business net investment income tax stuff for entrepreneurs and business owners. So this week, I wanted to … [Read more...] about Real Estate Investors and the Net Investment Income Tax

Filed Under: personal finance, real estate, retirement

Small Business Net Investment Income Tax Primer

October 31, 2016 By Stephen Nelson CPA

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If you’re an entrepreneur or small business owner, you want to know about how the Obamacare net investment income tax works. Accordingly, in this blog … [Read more...] about Small Business Net Investment Income Tax Primer

Filed Under: business taxes, Incorporation, personal finance

Hidden Small Business Pension Plan Costs

October 17, 2016 By Stephen Nelson CPA

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A couple of times recently, I’ve gotten into, er, spirited discussions with people about whether some small business pension plan costs too much to … [Read more...] about Hidden Small Business Pension Plan Costs

Filed Under: business taxes, management, personal finance, retirement

Honest Talk about Actual Tax Deferral Benefits

October 10, 2016 By Stephen Nelson CPA

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A short, technical blog post this week: I want to talk very precisely about the actual tax deferral benefits you get when you use something like an … [Read more...] about Honest Talk about Actual Tax Deferral Benefits

Filed Under: business taxes, management, personal finance, retirement

Donald Trump’s Net Operating Loss Deduction

October 4, 2016 By Stephen Nelson CPA

Picture of New York City - USA - April 27 2016: Republican presidential candidate Donald Trump gestures while speaking to press after his five-state super Tuesday win

Normally, this blog won’t touch a topic like Donald Trump’s net operating loss deduction. This editorial tactic isn’t because we support Mr. Trump or … [Read more...] about Donald Trump’s Net Operating Loss Deduction

Filed Under: Corporate taxation, 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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