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Financial Planning, Wealth & Tax Advisory

One Investment Mistake Happy Retirees Know To Avoid

Investing is typically one of the most consistent ways to stay ahead of inflation, with the goal of achieving financial freedom. However, there’s been some market consternation in the last year and a half, leading to dog-chasing-the-tail behavior when it comes to investing and retirement.

Selling Your Business to Family

When you are considering selling your business, you may have possible buyers within your own family. You may want to withdraw from the business but still keep the business within the family, and you might have children or other relatives who work in your business with you who might be ideal potential buyers. When selling […]

Lifetime Gifting of Stock or Business Interest

Lifetime gifting of your stock or other business interest (such as a partnership interest, if your business is not incorporated) refers to a formal or an informal plan of giving your interest in a business directly to other individuals, probably your children or grandchildren. As opposed to selling your business interest, giving your stock or […]

How an election-packed 2024 is shaping up for world markets

In an election-packed year, markets have so far shrugged off results, with the focus squarely on the one contest that could reverberate across everything from international trade to emerging market debt: the United States presidential race in November. Here’s a look at some of the key elections ahead.

Ordinary Income

Ordinary income is income that is taxed at ordinary income tax rates and does not qualify for capital gains tax treatment. It’s important to understand the difference between ordinary income and capital gain income because, generally, ordinary income tax rates are higher than capital gains tax rates.

General Business Tax Credit

The general business credit is the sum of a number of individual tax credits. The general business credit was established by Congress to encourage particular social or economic objectives, such as promoting increased investment in disadvantaged communities.