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
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What Lifetime Earnings Data Says About College Majors and Graduate Degrees
In a few weeks, students will start or return to college and register for classes. Given this, I thought it’d be a good time to follow-up on last … [Read more...] about What Lifetime Earnings Data Says About College Majors and Graduate Degrees
Section 965 Transition Tax, IRS Pub 5292 and the Great Goat Rodeo
Most of the time, this blog addresses subjects of general interest to most small business owners. But this week, I want to talk about the Section 965 … [Read more...] about Section 965 Transition Tax, IRS Pub 5292 and the Great Goat Rodeo
Right Way to Handle Inherited IRA Accounts
There’s a right way and a wrong way to deal with inherited IRA accounts. And in this blog post, I want to talk in general terms about the right way … [Read more...] about Right Way to Handle Inherited IRA Accounts
Section 199A Changes Investment Portfolio Construction
The new Section 199A "pass-thru" deduction mostly matters to sole proprietors, partnerships, S corporations and real estate investors. In a … [Read more...] about Section 199A Changes Investment Portfolio Construction
Sec. 199A Changes Retirement Planning
Okay, a weird thing about the pass-thru "Section 199A deduction” created by the new tax law. Section 199A changes retirement planning for some small … [Read more...] about Sec. 199A Changes Retirement Planning
Small Business Postmortem: Funeral for a Friend
A few weeks ago, an old vendor we still buy a few items from called. And for an odd reason. They wanted help with a small business postmortem of their … [Read more...] about Small Business Postmortem: Funeral for a Friend
Retirement Plan B Tips: Dozen Ideas for a Better Plan B
Over the last week, this blog has provided several posts related to this idea that you need a retirement plan “B” to deal with the very real … [Read more...] about Retirement Plan B Tips: Dozen Ideas for a Better Plan B
Avoiding Net Investment Income Tax
Most taxpayers probably aren’t thinking about avoiding net investment income tax. But they should. The net investment income tax hits more people than … [Read more...] about Avoiding Net Investment Income Tax
Hidden Small Business Pension Plan Costs
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