EDUCATIONAL FAMILY VACATIONS: 3 WAYS TO MAKE LEARNING FUN AND MEMORABLE If you’re thinking about taking the family on a vacation, adding a learning experience may make the trip more memorable and enriching. Headed to the Southwest? Consider taking a Native American …
One of the most important roles a tax advisor has is to provide their clients with answers to questions they didn’t even know they had. Here’s an example. One of the most popular questions I get is: What type of entity should …
When I speak at a seminar, I ask how many people plan on retiring poor. Of course, no one raises their hand. What they don’t know is that most tax planning works best if they retire poor. This is because most tax …
Year end is a great time to start getting ready to have your 2015 tax return prepared. While it may seem a little early to start thinking about your tax return that isn’t due until next year, it’s the ideal time to …
Year end is an important time in a tax strategy because once the year has ended, some tax opportunities are lost forever. Here’s a checklist to make sure you get the best results from your year end tax planning. #1 Get your …
On or around October 20th of this year, the International Monetary Fund is expected to make an announcement that could throw the financial markets into turmoil and trigger a transfer of wealth that pales in comparison to anything the past three or …
One of the most important steps in maintaining a tax strategy is proper documentation. Proper documentation increases the accuracy of the information you provide to your tax advisor. This helps your tax advisor do more for you because they have good information. …
There is a lot of confusion when it comes to this topic. This week, I’ve summarized what I think the top 5 tips are to consider before your IRA invests in real estate. While I’m focusing on the U.S. tax law here, …
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many of us were told that Columbus sailed the ocean blue to disprove that the world was not flat, but round (livescience.com). Almost everybody during the 15th century believed the world was flat, ealmost everybody today thinks the same way about money, …