In this week's blog post, we're going to talk about small business investment returns. But if you read no further, please please take away this … [Read more...] about Small Business Investment Returns Astronomical?
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Bear Market Survival Tactics: Ideas from David Swensen’s Book
An awkward topic: Are you looking for or thinking about bear market survival tactics? No, I know. You're right. We probably can't time the market. … [Read more...] about Bear Market Survival Tactics: Ideas from David Swensen’s Book
Small Business Net Investment Income Tax Primer
If you’re an entrepreneur or small business owner, you want to know about how the Obamacare net investment income tax works. Accordingly, in this blog … [Read more...] about Small Business Net Investment Income Tax Primer
Honest Talk about Actual Tax Deferral Benefits
A short, technical blog post this week: I want to talk very precisely about the actual tax deferral benefits you get when you use something like an … [Read more...] about Honest Talk about Actual Tax Deferral Benefits
Please Bump Your Prices for Inflation
Can I make a practical suggestion to you? You ought to be better about bumping your prices for inflation. No, I get it. The economy has been tough … [Read more...] about Please Bump Your Prices for Inflation
Seven Reasons for Starting Your Own Business
Okay. Sure. I get it. Starting your own business involves risks. You end up, usually, with a big chunk of your personal wealth tied up in the … [Read more...] about Seven Reasons for Starting Your Own Business
How Taxes Kill Successful Businesses
A handful of times this summer, I’ve helped successful business owners with a surprisingly common problem: That problem being a tax burden that seems … [Read more...] about How Taxes Kill Successful Businesses
Paying Payroll Taxes to Bump Pension Contributions
Jim Dahle, the physician who edits the White Coat Investor blog, hypothesized a week or so ago that it might make sense to add your spouse to a small … [Read more...] about Paying Payroll Taxes to Bump Pension Contributions
Understanding the Wash Sale Rules
Regularly during tax season, we see clients with a pretty large volume of trading activity across a number of brokerage accounts. And unfortunately … [Read more...] about Understanding the Wash Sale Rules
Real Estate vs IRA and 401(k) Accounts: Part II
Last week, I blogged about the tax reasons direct real estate investment may be a better, more tax-efficient choice than using options like an IRA or … [Read more...] about Real Estate vs IRA and 401(k) Accounts: Part II