When investing, one must decide whether to hold the investment in their qualified retirement plan, i.e. IRA or 401k vs. holding it ...
Ever thought about starting up a business but were stymied as to where to get the funds to do so? One potential methodology is to use...
10,000 Baby Boomers are turning age 65 every day for the next fourteen years. With this advent, the institutions of aging will likely...
Medicaid is an assistance program, serving low income people of every age. In California, Medi-Cal is the same as the Federal program...
Most investors have not heard the term duration associated with their bond portfolios. Due to this fact, most bond investors are unaware...
Duration is a number most people do not associate with bonds and their value. Duration is not merely a measure of time but a signal as to...
As hard as it may seem to believe, only 10-20% of small business owners have any kind of succession plan in place. Even more startling,...
The recent enactment of the Reconciliation Act of 2017 (The Act) has led many individuals to believe with the higher federal gift, estate...
Duration is a number most people do not associate with bonds and their value. Duration is not merely a measure of time but a signal as to...
The death of a child is a parent’s worst nightmare, especially if young children are involved Young children present an unexpected,...
How sad it is when the wrong beneficiary is able to receive the proceeds of one’s life insurance? This is an all too common problem...
A life settlement occurs when a third party purchases an existing life insurance policy for more than its cash surrender value. This is a...
Reprinted by permission of the Financial Outcome© Capital Gains Taxes are tearing away your assets. Bypass that tax predator with a trust...
Reprinted by permission of the Los Angeles Business Journalâ„¢ There is a way to Sell Appreciated Assets without a Capital Gains Hit Are...
Over the last five to ten years, there has been a reduction in qualified benefits for highly compensated employees, and an increase in...
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...
In a recent ruling, it was decided that monies received from a terminated annuity contract were taxable to the annuitant since the...
With the Pension Protection Act of 2006 IRC Code Section 408(d)(8) provided an annual exclusion from gross income up to $100,000 for any...
A Necessity for Closely Held Businesses Closely held companies have many agreements, but one of the most important is a buy/sell or...
An owner, who wishes to sell an interest in either his closely held corporation or S corporation, but does not have a current buyer, may...
