Recent Posts

Special State S Corp Changes

For business owners of pass-through entities (S Corporations and Partnerships) in certain states, you are now allowed to deduct state and local income taxes at

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Estate Planning Quiz

Due to the recent passing, unexpectedly, of a friend’s husband, here is an estate planning quiz. This is NOT estate TAX planning ($20MM exemptions, paying

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Buying Rental Property

Rental properties provide opportunities for owners to buy real estate and generate cash flow, making them attractive investments. The attractionespecially if combined with low-interest rates,

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Cash vs. Income

When you have a small business, you need to maintain accurate records of business financial transactions. If youve separated your personal and business bank accounts

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Equity Compensation Options

Lots of people are very confused about equity compensation. It can be a convoluted and tricky process. I’ve edited this summary below, which can run

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What is Fair Share?

I am going to wade into a topic here that is a little fraught. Tax policy is complicated and is being used in sound bites

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Saving for College

The New York Times recently had an article that is one of the best summaries of the whole “how do I save for college” thing

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Robo Advisor Update

Hey folks, we’ve seen some great info come out around robo advisors in the past months. I thought this would be a good time to

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