News & Publications

A bit of a confession, We are Financial News junkie. Now, there are two types of news about Accounting and Finance. The first type you find on blogs like this one that give you tips and tricks on your financial life and second type is main stream magazines, Money Magazine and Kiplingers. We write and choose the articles that will help our clients grow their business practice and help make sound financial decisions in their personal life.

01

Inherited IRA rules: 7 things all beneficiaries must know

Bankrate, 09.14.2017

Understand the tax and other implications when leaving IRA assets to spouse and nonspouse beneficiaries, charities, trusts, or your estate.

02

14 Tax-Planning Strategies To Cut Your Business Taxes

Forbes, 10.04.2022

Home office deduction, adding children to your payroll to teach them business acumen, maximizing automobile tax deductions, create retirement accounts for small business owners and many more...

03

Is it a Good Time to Buy a House or Should I Wait Until 2024

Norada, 08.26.2023

If you're looking to buy a house, you might be wondering if it's a good time to buy a house or if should you wait. While there are pros and cons to both options, several factors can influence your decision. This article delves into the components of the HPSI and explores the implications for the housing market.

04

Estate Planning Considerations Leading up to 2023, Plus a Year-End Checklist

Journal of Estate and Tax Planning, 09.14.2017

Planning to utilize increased federal exemptions, gifting techniques, mitigate trust income tax and avodi the medicare surtax with trust income tax planning, transfer techniques, GRATs and IDGT, Swap or Buy-Back of appreciated low basis assets, life insurance, charitable planning, intra-family loan and many more strategies

05

How to Build Wealth in 2023

Roostervane, 11.04.2019

Creating new online business, rental properties through AirBNB, REITs, Blogging, Instagram, Media, Youtube, Licencing a Patent, Digital Assets and New Economy. The way to build wealth is expanding in new world.