Category: Investments


Recent blogs

The Section 1244 Small Business Stock Loophole

This week’s blog focuses on a loophole to the $3,000 deduction on capital loss losses. Businesses don’t always go as people hope they will. Unfortunately, in the last year we’ve seen a lot of struggle. Many businesses in specific industries, including food and entertainment, have had to close their doors.

learn More

Tax Free Growth with a Roth IRA

Roth IRAs are owned by 19 percent of all U.S. households. If you are younger than age 50, you can contribute a maximum of $6,000 per year. If you are age 50 or older, you can contribute up to $7,000 per year. Advantages of a Roth IRA: No required minimum

learn More

How to Protect Your Client’s Retirement

Income taxes are one area where your clients can make a substantial number of mistakes when planning for retirement. Many individuals do not have the knowledge or training necessary to protect their client’s retirement correctly. Thousands of dollars may be forfeited in this way, resulting in a lower standard of

learn More

5 Things To Consider Before You Offer Financial Services

As a tax professional, you may have thought about how you can expand your business to include additional revenue streams such as payroll and bookkeeping. And if you’re like a lot of my clients, the opportunity to provide financial services has seemed like an idea worth considering as well. The

learn More

Should We Tax The Robots?

In 1900, at the dawn of the Industrial Revolution, life for everyday Americans was not much different than it was in 1700. Then, gasoline-powered automobiles replaced horse-drawn carriages, and everything changed. Fast forward a little over a century. In 2030, when driverless cars arrive, the revolution may be even bigger.

learn More


Add Tax Planning to your practice!

Find out how to bring this high value service to your clients, and finally get paid what you're worth.

Watch our free webinar

6 specific strategies that improve your bottom line over 100%

Find out what your competitors are being paid