by | Jun 7, 2018 | Uncategorized
Previously, if you converted a traditional IRA to a Roth IRA and the value of the investments dropped, it was a very common strategy to revert the conversion and avoid the tax hit. You had until October 15th of the following year to reverse your decision. For...
by | May 28, 2018 | Uncategorized
It seems that most business owners measure their business success based almost solely on total sales or total billings. But is this a true measure of success? I do business tax returns and can compare two construction companies that both have a little over $3...
by | Mar 5, 2018 | Uncategorized
The new 20% Qualified Business Income Deduction (20% QBID) is a HUGE tax break for most small business owners. In fact, this may be the biggest tax break to come down from Washington that mainly applies to small businesses in my 35+ year career. Of course, this...
by | Mar 2, 2018 | Uncategorized
The new tax reform law passed in December of 2017 (the “Tax Cuts and Jobs Act” or TCJA) is the biggest overhaul of the federal income tax code since 1986. It will have huge effects on business owners in 2018 and beyond. In fact I would argue that...
by | Mar 1, 2018 | Uncategorized
The new tax reform law passed in December of 2017 (the "Tax Cuts and Jobs Act” or TCJA) is the biggest overhaul of the federal income tax code since 1986. It will have huge effects on individuals in 2018 and beyond. This special report covers the...
by | Feb 27, 2018 | Uncategorized
I have been working with and studying small business owners for over 40 years. This has given me the opportunity to discover why some business owners are highly successful and why others fail or are continually struggling. Even with businesses in the same...
