Posts Archive | Page 7 of 138

Market Update – Coronavirus

At the time of this writing, the Centers for Disease Control (CDC) warned that Coronavirus (COVID-19) is likely to spread in the U.S. Right now,…

Jacob King February 26, 2020

Taxpayers With Undisclosed Foreign Accounts and Activities Beware

U.S. citizens, resident aliens and certain nonresident aliens are required to report worldwide income from all sources, including foreign accounts, and pay taxes on income…

Ron Skalberg February 10, 2020

Taxation of Cryptocurrency Transactions

The IRS recently issued new cryptocurrency guidance and is intensifying its efforts to identify taxpayers who bought or sold cryptocurrency and didn’t report it on…

Carla Medrano February 6, 2020

How will the new SECURE Act affect your business’ Retirement Plan?

The SECURE Act is the largest change to corporate retirement plan laws since the Pension Protection act of 2006, so if you are a business…

Tra Sullivan January 15, 2020

Death of the Stretch IRA…Increased RMD age…And, broader 529 usage. Oh my! Find out how the new SECURE Act may affect your IRAs and 529s, and if it means your estate plan needs an update.

Jimmy Zimmerman January 9, 2020

Hindsight is 20/20. Foresight Isn’t

Over the course of the holidays, it’s not unusual for the stock market to be a topic of conversation at a dinner party or other…

Jimmy Zimmerman December 20, 2019

Timing Isn’t Everything

Over the course of the holidays, it’s not unusual for the stock market to be a topic of conversation at a dinner party or other…

Jacob King November 25, 2019

How Markets Work and the FAANG Mentality

Is the market getting by with a little help from the FAANGs? And does their performance stand out historically? Investors may be surprised that it’s…

John Hetzel November 12, 2019

End of Year Tax-Planning Reminders

2019 has flown by and we are quickly approaching the holiday season. It is also year-end tax planning season and we are here to help!…

Paula Allgood November 7, 2019

The Wayfair Decision and How it May Impact Your Business

On June 21, 2018, the Supreme Court of the United States handed down a historic decision in the sales and use tax nexus case South…

Ron Skalberg November 6, 2019

Charitable Giving Strategies

As you consider your year-end charitable giving strategies – whether you want to support the recovery efforts for the victims of the recent tornadoes, support…

Jacob King November 4, 2019

Value Judgments: Viewing the Premium’s Performance Through History’s Lens

Has value really lost its vigor? While growth stocks have outperformed in the past decade, value returns have largely tracked their long-term historical average. There’s…

Jacob King October 18, 2019

Blog