Yes, You Can Undo a Roth IRA Conversion!
Converting a traditional IRA to a Roth IRA can provide tax-free growth and the ability to withdraw funds tax-free in […]
Retirement, Taxes
Taxes
How to Determine If You Need to Worry About Estate Taxes
15 Among the taxes that are being considered for repeal as part of tax reform legislation is the estate tax.
Sell an Investment and Pay No Taxes with a 1031 Exchange
Internal Revenue Code Section 1031 is one of my favorite code sections. That is saying something coming from a tax
How to Maximize the Value of Your Business
Many small business owners wait too long to prepare their business for sale and consequently leave money on the table
IRS Audit Red Flags
Many clients are concerned about “red flags” that can trigger an IRS audit. Since the IRS audits less than one
Is the Roth Right for you?
Many financial advisors and accountants suggest contributing as much money as possible to your workplace 401k or traditional IRA. The
Why Investment Real Estate is a Great Investment
I believe that investment real estate, when purchased wisely and taken care of properly, has the potential to make almost
Tax Breaks for the Middle Class
Tax breaks for the wealthy grab a lot of headlines, but there are plenty of tax breaks available for middle
Entity Selection
I am often asked by entrepreneurs if they should set up a separate entity for their small business. For many
Year-End Tax Opportunities
With the end of the year quickly approaching, now is the perfect time to look for ways to reduce your