Articles & Videos
Powerful Success Tips From Powerful Women
Powerful Success Tips From Powerful Women Recently, two powerful and successful women invited several other women from around the country to participate in a virtual conversation and to unveil what they termed: Yes! Now Is The Time, a virtual reality artwork and discussion. The women shared their thoughts and ideas and discussed how women have…
Can You Really Get Paid to Travel to Virgin Islands This Year?
Can You Really Get Paid to Travel to Virgin Islands This Year? Who doesn’t love a good vacation? Whether you need a break after the rigors of filing this year’s taxes, or you just want to get away for some good old rest and relaxation, taking a vacation is always a good idea. And when…
Most Attractive Degrees in 2017
Most Attractive Degrees in 2017 Are you preparing to enter college at some point this year? If so, then you’re likely trying to determine what course of study you should take or what type of degree to pursue. Or, perhaps you’re just about ready to finish up your university studies and you’re wondering what the…
Top Stock Market Trends for 2017
Top Stock Market Trends for 2017 Now that President Trump is in office and his policies are beginning to take place, the stock market should continue to be as steady and predictable as the Golden State Warriors, right? All kidding aside, the world is a volatile place, including our own country where daily protests make…
Top Tips for Planning a Successful Retirement
Top Tips for Planning a Successful Retirement Whether you already have one foot out the door, or you’re just starting your career, everyone should take the time to consider his or her retirement plan. It used to be that retirement was something you thought about when you turned 55, or maybe 45 at the earliest.…
Does Investing in Art Pay Off?
Many high-net-worth individuals have a strong interest in investing outside of the usual stock market. There are all kinds of things people can invest in, including luxury cars, real estate, horses, jewelry and of course artwork. The artwork is one of the most common collection items that the wealthy invest in and many high-net-worth individuals…
How The New Tax Law Directly Benefits Families
How The New Tax Law Directly Benefits Families Since December 22, 2017 there has been a flurry of news articles all talking about the same thing. Taxes. Well, rather the new tax law that just signed, the Tax Cuts and Jobs Act (TCJA). One of the biggest winners of this new law is American families,…
How to Minimize Investment Taxes
How to Minimize Investment Taxes As an investor, your first priorities should be 1) to develop an asset allocation strategy that aligns with your investment objectives and risk profile, and 2) to select quality securities that support that strategy. Only after that’s done should you turn your attention to taxes and identify opportunities to improve…
Should You Hire a Tax Advisor?
Should You Hire a Tax Advisor? Many high net worth individuals use a tax advisor to help them manage their wealth. So, what exactly is a tax advisor? And do you need one? First off, tax advisors work to help people reduce their taxes to the lowest possible amount. Many certified public accountants are also…
How Much of the Latest Tax Cuts Are Going to the Wealthy?
How Much of the Latest Tax Cuts Are Going to the Wealthy? The tax cuts are in and the jury is…well…still out. That’s because it all depends on who you ask. In this case, according to the latest report from the Institute on Taxation and Economic and Policy(ITEP), an organization that leans left, the rich…
Don’t Underestimate Listening as a Leadership Tool
Listening as a Leadership Tool Are you a good listener? If you’re a leader and you haven’t mastered the skill of listening, then chances are your leadership skills need some improvement. One of the key components to becoming a great leader is being able to build trust. If people don’t trust you they won’t follow…
Use These Tips to Save for Retirement
Use These Tips to Save for Retirement Everyone has retirement dreams. But dreams are not reality. The reality is if you want your retirement dreams to come true you have to be intentional about them. That means you have to plan for retirement. It means you need to start saving, now. So what’s the best…
Which States Take the Most From the Wealthy?
Which States Take the Most From the Wealthy? No one likes paying taxes. That being said, most people recognize the need for taxes. But they still do everything they can to keep their tax bill as low as possible. Minimizing taxes is especially important for the wealthy because they pay the majority of the country’s…
Are Changes Coming to Capital Gains Taxes?
Are Changes Coming to Capital Gains Taxes? If you’re still trying to catch up with all the changes brought about by the Tax Cut and Jobs Act, then you might want to have a seat. That’s because republican lawmakers aren’t done yet. At least, they don’t want to be. Lawmakers in Washington have been busy…
Seven Important Tips that will help you crush your next Interview
Seven Important Tips that will help you crush your next Interview 1) Learn about the company It’s important to do research on the company for which you are interviewing. Take some time to research the position, the company, the culture, and some perks/drawbacks of the job. You can often find out more about a job…
The Key Asset to Building Top Performers
The Key Asset to Building Top Performers Are you a manager, or a team leader? If you are, then one of your goals is likely building the best team possible. After all, in most work situations, leaders are only as good as the teams they lead. So how do you build the best team? What…
New Strategy for Wealthy Taxpayers to Beat Property Taxes
New Strategy for Wealthy Taxpayers to Beat Property Taxes One of the biggest complaints of the Tax Cut and Jobs Act (TCJA) has been how it affects the state and local taxes (SALT) deduction form the federal return. These deductions have been a major part of many taxpayers’ returns for many years, especially wealthy taxpayers.…
5 Simple Tips for Protecting Your Privacy From Hackers
5 Simple Tips for Protecting Your Privacy From Hackers People might assume their personal information is personal. However, you’d be surprised how much information relating to you can be found online. Much of this has been gathered without you knowing and without your consent. A prime example of this being pipl.com which is just one…
Navigating Real Estate Taxes for the First-Time Homeowner
Navigating Real Estate Taxes for the First-Time Homeowner When you are buying your first home, your initial question will most likely be, “What is my monthly payment?” If you’re used to renting in the Bay Area or in another expensive city like Denver where rent prices are constantly on the rise, then you know it’s…
Work for Yourself? Don’t Forget This Important Tax Deadline
Work for Yourself? Don’t Forget This Important Tax Deadline Working for yourself can be a nice setup. You run the show and you don’t have to answer to anyone. But being your own boss also means you have to take care of all your taxes, unless you hire a professional to take care of that…