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How to Minimize Investment Taxes

How to Minimize Investment Taxes

How to Minimize Investment Taxes 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...
Self-Directed IRAs: Handle With Care

Self-Directed IRAs: Handle With Care

Self-Directed IRAs: Handle With Care 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”...
New Audit Rules Will Have a Big Impact on Partnerships

New Audit Rules Will Have a Big Impact on Partnerships

New Audit Rules Will Have a Big Impact on Partnerships Last year’s Bipartisan Budget Act introduces new partnership audit rules that will take effect in 2018. Partnerships — including LLCs taxed as partnerships — should pay close attention to these rules. You...
Time to Revisit the R&D Tax Credit?

Time to Revisit the R&D Tax Credit?

Time to Revisit the R&D Tax Credit? The federal research tax credit (“R & D credit) has been available for 35 years, but many companies fail to take advantage of its significant cash-flow benefits. Some companies may believe that the credit...
Tax Cuts and Job Act

Tax Cuts and Job Act

TAX CUTS AND JOB ACT   Congress has enacted the biggest tax reform law in thirty years, one that will make fundamental changes in the way you, your family and your business calculate your federal income tax bill, and the amount of federal tax you will pay. Since most...