If you have seen the television show “Shark Tank,” you have probably heard this question: “How do people actually value a professional business?” Many factors go into a valuation, and “Mr. Wonderful” does not always have the right answer.
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It’s as true in investment planning as it is in physics: What goes up must come down. For fixed-income investors, …
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Self-employed individuals have to juggle the many responsibilities that come with being their own bosses. Planning for retirement can get …
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Flight Attendant’s Argument Doesn’t Fly. A Hong Kong-based flight attendant cannot claim favorable foreign-source tax treatment for income she earns …
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In Washington’s current hyper-partisan climate, a law with strong bipartisan support is worthy of notice. Yet one such law, which had the further distinction of creating a new financial planning option for individuals with disabilities and their families, may have flown under your radar as 2014 wound to a close.
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Tax diversification is integral to a well-structured retirement plan. By holding assets in accounts with different tax treatments, such as …
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Many people associate taxes with only one date: April 15. In reality, though, tax planning should be a year-round part …
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A Connecticut Consumer Tax Break Comes At The Expense Of Business. Companies and trade groups in Connecticut are not happy …
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While home is said to be where the heart is, that definition is unlikely to pass muster with state and local tax authorities, who have a vested interest in a more specific definition.
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In a world of smartphones and tablets, portability is something we take for granted in our gadgets. But thanks to some recent legislative changes, it is now something that estate planners can take for granted too.
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