by Derek | Jan 19, 2022 | Uncategorized
Let’s say that you’re an owner of a small business and that you want to take advantage of any tax benefits possible. Let’s also say that you like to get the team together a few times a year — to give everyone a break from the office, to build culture, and to keep...
by Derek | May 27, 2021 | Uncategorized
“The estate tax is only for the rich.” Yeah, right. What if I told you that you were rich! Many Americans are surprised when they add up their assets. Combine retirement accounts, real estate, business ownership, and other assets, and your estate tax liability could...
by Derek | Feb 19, 2021 | Uncategorized
As if navigating the retirement investing landscape wasn’t complicated enough, planning for your children’s college costs can seem even more challenging. Unlike your retirement, which may seem like ages from now, it might not be very long before your son or daughter...
by Derek | Dec 29, 2020 | Uncategorized
You know that old story – “Warren Buffett pays a lower tax rate than his secretary!” Is it true? Let’s take a look. He might – if he is paying taxes via long-term capital gains and his secretary is making a rather large salary (taxed at normal income tax rates). The...
by Derek | Nov 11, 2020 | Uncategorized
Long-term investing has tremendous rewards for diligent savers. You can contribute to tax-advantaged accounts little by little through your working years, then come out looking like a hero on retirement day. It’s a process that happens over time, not overnight. Just...
