Top 10 Tips for Year-End Tax Planning

Does it feel like you just finished last year’s taxes? Well, believe it or not it’s almost time to do it again. Every year the tax laws and policies change, so each year you will have to be aware of these changes and additions. However, there are some things that never seem to change. With that in mind let’s review some of the top tax tips for year-end tax planning.

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The Biden Administration Corporate Tax Proposal

2020 IRA Contributions Extended To May 17

In Today’s Show:
1) Clarification: The deadline f…

Finding a Niche in the Hispanic Market for your Small Business; family offices after the era of COVID 19

Family Offices after the Era of COVID 19

Are family offices after the era of COVID 19 emerging stronger from the global pandemic? How are family offices reacting to the policies of the new US administration, both in the US and globally, in terms of their investment strategies and structures? With the acceleration of impact investing, led by the next-generation, are family offices…

The Biden Administration Corporate Tax Proposal

The Biden Administration Corporate Tax Proposal

In Today’s Podcast:

1) The Biden Administration …

planning with cryptocurrency

Planning with Cryptocurrency -Part II Tax Implications of Splits, Forks & Airdrops and Much More

In my previous article, “Planning with Cryptocurrency – Part I How is Cryptocurrency Taxed”, I covered how cryptocurrency is taxed.  This article addresses why forks in cryptocurrency occur, the different types of forks, how they are delivered and their taxability. In the future, I will be covering the following topics: If I sell cryptocurrency, how…