Jim Dahle, the physician who edits the White Coat Investor blog, hypothesized a week or so ago that it might make sense to add your spouse to a small … [Read more...] about Paying Payroll Taxes to Bump Pension Contributions
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Why You Don’t Need to Worry about Taxes in Retirement
As a tax accountant, I am programmed to think about taxes. To worry about people paying too much in taxes. To obsess over tactics that allow clients … [Read more...] about Why You Don’t Need to Worry about Taxes in Retirement
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
Weaponry You Want If You’re Audited
For whatever reason, we seem to see clients get audited in waves. Months will roll by and other than those annoying “audit letters” (which are … [Read more...] about Weaponry You Want If You’re Audited
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
Absurdly Good Retirements: What Small Business Owners Can Learn from Public Employee Plans
I spent a recent weekend golfing in Palm Springs with my brothers. We live in different parts of the country so the weekend is less about the bad … [Read more...] about Absurdly Good Retirements: What Small Business Owners Can Learn from Public Employee Plans
C Corporation vs S Corporation: A Short Primer
When you choose to incorporate a business, you do need to consider the "C corporation versus S corporation" question. The right choice can save you … [Read more...] about C Corporation vs S Corporation: A Short Primer