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tax tips

Important Year-End Tax Tips That the Wealthy Should Know Now

Important Year-End Tax Tips That the Wealthy Should Know Now High-net-worth individuals have a lot to think about in their often fast-paced financial dealings, not the least of which is how to save on their taxes and keep as much of their wealth from the taxman as possible. Many high-net-worth individuals make a lot of…

As Property Values Soar In California, So Do the Tax Bills

Do You Have a Handle on Your Retirement Taxes?

Do You Have a Handle on Your Retirement Taxes? As you look in the rearview mirror of your career does it seem that the objects are actually getting further away? That means you are probably getting closer to retirement. Retirement can be a great thing for a lot of people, but it can also cause…

taxable savings

Can You Convert Taxable Savings Into Your Roth IRA?

Can You Convert Taxable Savings Into Your Roth IRA? Are you ready for retirement? It’s a common question and it applies to just about everyone at some point. However, being ready for retirement takes a great deal of planning and preparation, and not everyone is as ready as they think. One of the most important…

tax credit

Don’t Miss Out on These Tax Credits

Don’t Miss Out on These Tax Credits Most people know about tax deductions. Especially taxpayers who like to itemize. However, many taxpayers are not as aware of the numerous tax credits available to them every year. And missing out on these credits can cost you a lot of money. In fact, for many families, tax…

Five Tax Credits to Take

Five Tax Credits to Take

Five Tax Credits to Take There is a common phrase that states, “Nothing in life is free.” This may be true, but there are tax credits you can take to help save money when filing your tax return. Credit #1-First Time Home Buyer Credit The first time home buyer credit has been extended to cover…

social security

Best Ways to Avoid Social Security Taxes

Best Ways to Avoid Social Security Taxes For anyone getting closer to retirement the thought of collecting Social Security benefits has likely come to mind. You’ve worked a lifetime and now it’s time to kick off your shoes and reap the rewards of all that hard work. But did you know those benefits are not…

HOW DO LEADERS CONTINUE TO IMPROVE THEIR LEADERSHIP SKILLS?

How Do Leaders Continue to Improve Their Leadership Skills?

How Do Leaders Continue to Improve Their Leadership Skills? What makes a great leader? This is a topic that I have discussed with many of the country’s top business leaders over the years. Everyone answers this question in his or her own unique way, they typically end up describing the same types of traits and…

What Do You Value in a Company?

What Do You Value in a Company?

What Do You Value in a Company? Startup companies are a dime-a-dozen, and many of them are looking for investment help from larger companies or in most cases investment bankers, also known as venture capitalists. Venture capitalists have a lot of money at their disposal but they don’t become successful by simply tossing money at…