Reducing Taxes Through the Use of a Roth Conversion
One way to lower your taxes in retirement is by avoiding higher tax brackets, increased Social Security taxes and Medicare premiums. The...
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Barry Boscoe
- Aug 7, 2022
How to Create Tax Free Income for Retirement
When asked, what will be the largest expense you will encounter during retirement? most people will answer either mortgage or health care....
Barry Boscoe
- Feb 28, 2022
Tax-Savings Moves You Can Still Make For The Year 2021
It is March, which means we are in the heart of tax filing season. People everywhere gather documents, organize their information, and...
Barry Boscoe
- Dec 27, 2021
Time Is Running Out
Can you believe it is December already? Of course, this means there are only a few weeks left in the year. Obviously, it is one of the...
Barry Boscoe
- Dec 14, 2021
Section 1035 Exchange Tax Trap
In a recent ruling, it was decided that monies received from a terminated annuity contract were taxable to the annuitant since the...
Barry Boscoe
- Nov 2, 2021
The CARES Act Relief
Relief is here! While COVID-19 has cast uncertainty across our financial world, the Coronavirus Aid, Relief, and Economic Security...
Barry Boscoe
- Nov 2, 2021
Changes to Independent Contractor Status
A recent California Supreme court decision, Dynamex operations W., Inc. v. Superior Court, 4 CAL 5th 903 913 (2018) redefined the...
Barry Boscoe
- Nov 2, 2021
Charitable IRA Donations
If you have Philanthropic desires, and would like to be financially rewarded at the same time, then donating your IRA assets to a charity...
Barry Boscoe
- Nov 1, 2021
LA Business Journal - Capital Gains Reduction
Reprinted by permission of the Los Angeles Business Journalâ„¢ There is a way to Sell Appreciated Assets without a Capital Gains Hit Are...
Barry Boscoe
- Nov 1, 2021
The Small Business Owner and Deferred Compensation
Over the last five to ten years, there has been a reduction in qualified benefits for highly compensated employees, and an increase in...
Barry Boscoe
- Nov 1, 2021
Making Family Business Work
If you run a business in which you are able to hire your children to help you, then paying them wages for the work they do, will teach...
Barry Boscoe
- Nov 1, 2021
Section 1035 Exchange Tax Trap
In a recent ruling, it was decided that monies received from a terminated annuity contract were taxable to the annuitant since the...
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