Regularly during tax season, we see clients with a pretty large volume of trading activity across a number of brokerage accounts. And unfortunately … [Read more...] about Understanding the Wash Sale Rules
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Real Estate vs IRA and 401(k) Accounts: Part II
Last week, I blogged about the tax reasons direct real estate investment may be a better, more tax-efficient choice than using options like an IRA or … [Read more...] about Real Estate vs IRA and 401(k) Accounts: Part II
Hiring Your Children as a Tax Loophole
Thinking about hiring your children as a tax loophole? Probably because it’s summer, several clients and friends have recently asked me … [Read more...] about Hiring Your Children as a Tax Loophole
Five Best Small Business Tax Loopholes
About this time every tax season, as the April 15 deadline fast approaches, newspapers and magazines often run articles about the best … [Read more...] about Five Best Small Business Tax Loopholes
Applying the Logic of Asset Allocation to Your Small Business
Last weekend, I read William Bernstein's latest investment book, Rational Expectations: Asset Allocation for Investing Adults. Unless you’re … [Read more...] about Applying the Logic of Asset Allocation to Your Small Business
Why Early Mortgage Repayment Makes Sense for High-income Investors
Let me start by saying that early mortgage repayment doesn't really make sense for most people. Oh, sure, I know how the math looks. Add a modest … [Read more...] about Why Early Mortgage Repayment Makes Sense for High-income Investors
Getting a Great Tax Return Prepared for Less than $100
I had a couple of people challenge me this tax season on our pricing. One guy called on the telephone asking if we’re actually … [Read more...] about Getting a Great Tax Return Prepared for Less than $100
Income Allocation Versus Asset Allocation: Why Income Allocation is More Important
You may have heard of, may even yourself use, the tactic of asset allocation in your own investing. And that's great. Asset allocation largely … [Read more...] about Income Allocation Versus Asset Allocation: Why Income Allocation is More Important
Money Mistakes of the Top One Percent
This is the final post I'll do about the IRS personal wealth statistics on the richest one percent in America. At least for a while. What I am … [Read more...] about Money Mistakes of the Top One Percent
Caricaturing the One Percent
A few weeks ago, in response to all the renewed interest in Washington D.C. politics about the inequality of income and wealth in America, I cobbled … [Read more...] about Caricaturing the One Percent