Summer isn’t officially over for another few weeks, but the kids are back in school, so it might as well be. My Facebook and Instagram feeds are filled with pictures of parents and children on the first day back. Kids look excited and nervous, while parents are overjoyed...
Last week I (again) went to the AICPA Engage conference in Las Vegas. It’s always a great event with quality content and speakers. One of my favorite things about being a CPA financial planner is getting to learn so much about so many different areas, like tax planning,...
Tax season is over, and Spring is here; it’s time to strategize. Proactive planning is vital to staying ahead of the curve and avoiding unpleasant surprises. The tax code was re-vamped in 2018 and many taxpayers were caught off guard. While taxes were generally cut for most individuals,...
Last December I wrote about capital gains distributions from mutual funds. This year, I expect to see funds with large capital gains distributions – largely due to the gains in the stock market this year. As of November 30th, the S&P has gained 18.26% year-to-date,...