How to Make Better Investment Decisions with an Investment Process October has been a crazy month for stocks. Volatility is back; we’ve seen moves of one, two and even 3 percent in the major indices. Today (Oct 26, 2018) the S&P briefly dipped into “correction” territory,...

So last week I was in Las Vegas for the AICPA ENGAGE conference held at the MGM Grand. It was way better than last year- much more organized and streamlined. Yet the quality of the content was still top notch. The best estate, financial, and...

The U.S. tax system is a pay-as-you-go tax system, meaning taxpayers need to pay taxes as income is earned or received. Employees typically have income tax withheld from paychecks. However, if you don’t have income tax withheld from your pay, or you don’t have enough...

The Tax Cuts and Jobs Act (TCJA) made some changes to the deductibility of both acquisition and home equity mortgage interest. However, these rules are only going to affect taxpayers who itemizes, and many folks will no longer itemize because the TCJA substantially increased the...