3 Tax Mistakes to Avoid in Retirement
Preparing for retirement? Here are the 3 biggest tax mistakes we see for those who are approaching or entering retirement.
338(h)(10) Sale: 3 Things Business Owners Should Know
What is a 338(h)(10) sale? Why would an acquiring company or a private equity firm want to make the deal a 338(h)(10) sale? What does a 338(h)(10) sale mean to you the buyer in determining what your net proceeds from the sale will be? If these kinds of questions...
5 Smart Tax Strategies for Doctors to Optimize Tax Savings
As a busy healthcare professional, you work tirelessly to provide quality care to your patients, dealing with administrative work, and balancing all of that with life and demands at home. In the midst of juggling a demanding schedule professionally & otherwise, working to optimize your tax situation is probably...
The 3 Types of 401(k)’s: Traditional, Roth, & After-Tax 401(k)’s Explained
Learn about Traditional, Roth, and After-Tax 401(k) plans and how they can fit into your retirement savings strategy.
5 Key Points: Buying a Second Home or Vacation Home
Purchasing a vacation home or a second home is a significant financial decision. Are you ready to take on the added time commitment? Are you buying the property purely for recreation or will you rent it out as well? These and many other questions are important to consider to...
FDIC Insurance Versus SIPC: Differences and Protections
Investors and depositors often hear about two forms of insurance that offer protection in case of a financial institution's failure: the Federal Deposit Insurance Corporation (FDIC) and the Securities Investor Protection Corporation (SIPC). While both forms of protection aim to safeguard investors and depositors, there are some significant differences...
