by Cathy Macchietto | Feb 22, 2021 | Uncategorized
If your business sells its products or services across state lines, the U.S. Supreme Court’s 2018 decision in South Dakota v. Wayfair may have a significant impact on your sales tax obligations. Previously, states could not require out-of-state sellers to...
by Cathy Macchietto | Feb 22, 2021 | Uncategorized
IRAs — both traditional and Roth — are powerful tools for financial, retirement, and estate planning. But what if you’re not satisfied with your IRA’s performance? One way to “turbocharge” its benefits is to use a “self-directed” IRA, which is permitted to hold...
by Cathy Macchietto | Feb 22, 2021 | Uncategorized
If you’re planning to retire or change jobs in the near future, and you have a sizable balance in your current employer’s 401(k) plan, it’s important to decide what to do with the savings you’ve accumulated: Keep them where they are or roll them over into an IRA (or...
by Cathy Macchietto | Dec 18, 2020 | Uncategorized
As an investor, your first priorities should be 1) to develop an asset allocation strategy that aligns with your investment objectives and risk profile, and 2) to select quality securities that support that strategy. Only after that’s done should you turn your...
by Cathy Macchietto | Dec 18, 2020 | Uncategorized
Under current law, taxpayers have a variety of options for deducting some or all of the cost of property used in business rather than depreciating it over a period of years. Here’s a quick overview of three of them: De Minimis Expensing Safe Harbor Taxpayers...
by Cathy Macchietto | Nov 9, 2020 | Uncategorized
Life insurance is a versatile financial planning tool. In the event of your death, it provides money for your loved ones to replace your lost income and creates liquidity to pay taxes and other expenses. And if you purchase “permanent” life insurance, such as whole or...
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