Articles & Videos
Are You Prepared to Avoid the AMT Under the New Tax Law?
Are You Prepared to Avoid the AMT Under the New Tax Law? The Tax Cuts and Jobs Act (TCJA) changed a lot of things. But unfortunately, it didn’t eliminate the dreaded Alternative Minimum Tax (AMT). The TCJA did change some of the AMT rules and it reduced the odds that you will qualify for the…
Ready for Taxes After Marriage? Here’s What You Need to Know
Ready for Taxes After Marriage? Here’s What You Need to Know The 2018 tax season is officially over. Most Americans are happy to have their tax returns in the rearview mirror. After all, nobody really enjoys doing taxes. Why is that? For the most part, it’s because doing taxes is such a complicated, frustrating experience…
Are Millennials Changing How We See Leadership?
Are Millennials Changing How We See Leadership? Within just a few years from now, Millennials will actually become the largest employee demographic in the workforce. That means ready or not, Millennials are coming to an office near you. It also means they will soon be taking on more leadership roles. In fact, they have already…
Tips for Avoiding Wire Fraud in Your Next Real Estate Transaction
Tips for Avoiding Wire Fraud in Your Next Real Estate Transaction It is a buyer’s worst nightmare, and it could happen to almost anyone. The wire over a significant amount of money to an account as part of settlement on a real estate transaction. Hours or perhaps a day or two later, they realize that…
Will the IRS Stop States From Avoiding Tax Deduction Caps?
Will the IRS Stop States From Avoiding Tax Deduction Caps? By far, one of the most controversial aspects of the new Tax Cut and Jobs Act (TCJA) has been the reduction in the state and local income tax deduction. This has long been an important deduction for many people. Being able to deduct your state…
Principle Based Leadership
Principle Based Leadership Transformational Leadership Series: What is a leader? Or better, what is a leader’s role in an organization? If the answers to these questions could be culminated to one single sentence it would be: to execute the mission of the organization in the most efficient, effective, and ethical manner, at the highest level.…
Could the Recent Tax Overhaul Lead to a Bear Market?
Could the Recent Tax Overhaul Lead to a Bear Market? It took years to get there, but the major tax reform set in motion, and eventually passed into law by Republican lawmakers in Washington has had a profound affect on the stock market. The Tax Cut and Jobs Act (TCJA) has already given a big…
How to Boost Employee Engagement With One Simple Practice
How to Boost Employee Engagement With One Simple Practice Any manager, business owner, or company leader will tell you they would like to improve employee engagement. Employee engagement, after all, is a vital part of any company’s success. However, this is much easier said than done. Performance reviews are old fashion and typically make employees…
How to demonstrate mutual respect in the workplace
Definition: Mutual Respect Mutual respect should be at the core of any true principle-based leader. Mutual respect is the recognition that two or more individuals have valuable/important contributions to make in a relationship. Benefit: Mutual Respect When an individual demonstrates mutual respect, they show that they not only care for others, they also care for…
Are You a Leader Worth Following?
A Leader Worth Following Are you a leader worth following? Remember “Follow the Leader”, that game we all played as kids? It was a simple game that most small children really enjoyed. Back then you didn’t give much thought to whether or not you should follow the leader. And the leader didn’t give much thought…
Do You Know These Key Leadership Secrets?
Do You Know These Key Leadership Secrets? Is there a magic formula to becoming a good leader? Well, in reality no, there isn’t. However, there are some hidden secrets that you should know about if you want to lead successfully. Because most people are not just “born leaders.” They have to earn it. A Lateral…
Are You Increasing Your Chances of an Audit?
Are You Increasing Your Chances of an Audit? Audit. It’s the dreaded “A” word at tax time. The word can send chills down almost any taxpayers’ spine. Being audited by the IRS is not a pleasant experience. But if you’re ever selected for an audit, it’s not the end of the world. You can get…
Can You Transfer Bitcoin Tax-Free?
Can You Transfer Bitcoin Tax-Free? As Bitcoin and other cryptocurrencies continue to grow in popularity the number of questions about them grow, too. For example, how do cryptocurrencies work with taxes? There are all kinds of questions regarding taxes and digital currencies and the answers aren’t always plain and clear. But if you happen to own…
Is the Stock Market Headed for Another Crash?
Is the Stock Market Headed for Another Crash? Since President Trump took office a little more than a year ago, the stock market has been somewhat of a conundrum. Initially it was all good news, as the market reached high-water marks never seen before. However, lately it has been a rollercoaster ride, with big swings…
You got your Refund, Now What?
You got your Refund, Now What? Tax Day has come and gone and now many Americans are anxiously awaiting their refunds. While a vast majority of Americans have already received their state and federal income tax refunds (with the exceptions being those that were late filers). With that extra cash now padding their pockets it’s…
Don’t Confuse Fact With Fiction Come Tax Time
Don’t Confuse Fact With Fiction Come Tax Time Are you one of the tens of millions of people who have already done their taxes? Or, are you one of those taxpayers that like to wait till the very end? Either way, there are some important facts to keep in mind, whether for this year, or…
Is Cryptocurrency Just a Big Pyramid Scheme?
Is Cryptocurrency Just a Big Pyramid Scheme? So what’s new in the world of cryptocurrency? That all depends on the day. In fact, sometimes things can change hourly with digital currencies. Just do a quick Google search and chances are you’ll find all kinds of stories about crypto. For example, we just did that very…
IRS Looking Closely at Coinbase Accounts for Tax Dodgers
IRS Looking Closely at Coinbase Accounts for Tax Dodgers Cryptocurrency owners with Coinbase accounts beware. If you hadn’t already heard by now, then consider this your fair warning. The IRS is coming after Coinbase accounts in search of possible tax cheats. Coinbase is the largest U.S. platform for exchanging cryptocurrency, including Bitcoin, with close to…
Make Tax Time Retirement Saving Time
Make Tax Time Retirement Saving Time Tax time is a great time to do a little retirement planning. Even if you already have a retirement plan set up, you can give that plan a boost at tax time. The problem is, many taxpayers aren’t aware of the savvy tax moves that will help with both…
Ready to Start Investing? Here’s How
Ready to Start Investing? Here’s Howv Are you still sitting on the sidelines when it cones to investing? Of course, not everyone is in a position to start investing. But if you are, and you haven’t started, then what are you waiting for? Investing is one of the smartest things you can do in terms…