Posts Archive | Page 7 of 112

IRS Issues Proposed Regulations on New Tax Deduction for 2018

As we shared in a previous blog, The Tax Cuts and Jobs Act, which became law on December 22, 2017, created a new deduction often…

Paula Allgood August 10, 2018

Congress Blesses Roth IRAs For Everyone, Even The Well Paid

Roth IRAs For Everyone—Even The Well Paid After the new tax law, Roth IRAs are officially available to even more people. We have cautiously broached…

Ron Skalberg July 18, 2018

E+R=O, a Formula for Success¹

“The important thing about an investment philosophy is that you have one you can stick with.” – David Booth Founder and Executive Chairman Dimensional Fund…

Jacob King July 16, 2018

Don’t Get Hooked by this Phishing Scam

The fraudsters are at it again and this time they’re posing as Charles Schwab. In a new wave of phishing attempts, you may receive fraudulent emails…

Clint Dunn May 31, 2018

Are you on QuickBooks Desktop 2015?

Effective May 31, 2018, access to add-on services (such as payroll services, credit card and check processing, bill pay, online bank downloads, and many other…

Kristy Carlton May 18, 2018

Sailing with the Tides

Embarking on a financial plan is like sailing around the world. The voyage won’t always go as planned, and there’ll be rough seas, but the…

Clint Dunn April 2, 2018

Tax Reform – Meals & Entertainment

This is our first in a series of Tax Reform topics. As most of you know, the new law took an axe to some significant…

Ron Skalberg January 12, 2018

As Goes January, So Goes the Year?

As investors ring in the new year, some may see the occasional headline about the “January Indicator” or “January Barometer.” This theory suggests that the…

Jacob King January 10, 2018

Important Update on Property Taxes and Other Year-End Steps

As you may have seen from our prior post, Year-End Tax Tips, In Light of Tax Reform, the new tax law that passed last week…

Paula Allgood December 28, 2017

Year-End Tax Tips, in Light of Tax Reform

The end of the year is traditionally a good time to tackle tax planning. You have an idea of what your total income will be,…

Ron Skalberg December 22, 2017

To Bit or Not to Bit: What Should Investors Make of Bitcoin Mania?

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in…

Clint Dunn December 21, 2017

Senate Passes Tax-Reform Bill

Early Saturday morning, the U.S. Senate passed the “Tax Cuts and Jobs Act, H.R. 1.” As reported by the Journal of Accountancy, “The Senate bill…

Paula Allgood December 5, 2017

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