Cryptocurrency, US National Debt & IRS Scam Calls 01.29.19

The Biden Administration Corporate Tax Proposal

Join us this week as we discuss how the IRS is treating Cryptocurrency, Why the US actually has over $200 Trillion in national debt and how to know if a phone call from the IRS is real or a scam. For questions regarding these or other tax issues you may have please contact me at 510-797-8661

Self-Directed IRAs: Handle With Care

Self-Directed IRAs: Handle With Care

Self-Directed IRAs: Handle With Care IRAs – both traditional and Roth – are powerful tools for financial, retirement, and estate planning. But what if you’re not satisfied with your IRA’s performance? One way to “turbocharge” its benefits is to use a “self-directed” IRA, which is permitted to hold alternative investments that offer higher potential returns.…

Obtaining Financing

Obtaining Financing

Obtaining Financing Whether you are a small or medium size business, the process of obtaining a loan is similar. Commercial lenders are interested in: The purpose of the loan. With a seasonal loan, for example, the borrower is able to pay the loan back when inventories and receivables decline after a seasonal surge in business,…

The Keys to Helping New Leaders Find Their Niche

The Keys to Helping New Leaders Find Their Niche

The Keys to Helping New Leaders Find Their Niche The process to become a good leader is exactly that. A process. It doesn’t usually happen overnight. Good leaders have to learn and develop their skills and abilities and then hone them as they practice them. That takes time and experience. Sometimes there are bumps in…

Ron Cohen; AMT

What Happens to the AMT in 2018

What Happens to the AMT in 2018? As the dust is now settled on the Tax Cuts and Jobs Act, one glaring tax has remained standing, with relatively few changes. The alternative minimum tax or AMT. The first “minimum” tax started with the passing of the Tax Reform Act of 1969. With it was announced…