by Cathy Macchietto | Mar 24, 2021 | Uncategorized
Fraud may be committed by senior executives, managers, and employees, and each of these three groups is about equally likely to do so. The higher up on the scale, the longer it takes to detect the fraud. Why embezzlement occurs: 1. Opportunity–a person who has...
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...
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