Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing from year to year, decade to decade. A good example of this is life insurance. If you have a life insurance policy that you haven't reviewed recently, it may no [...]
Among the many considerations to ponder when forming your estate strategy, intellectual property (IP) is among the more important and misunderstood. The phrase itself may be somewhat confusing, as people may not know whether it applies to them or their assets. To clear things up, let's start by defining what exactly is meant by intellectual [...]
How the Queen of Soul, the Lizard King, and Other Celebrities Determined Their Legacies Famous people are all too human. Tabloid newspapers and celebrity magazines and websites make bank chronicling their every moment, from going out for a coffee to attending glamorous premieres and glitzy concerts. And, yes, whenever they make a mistake, those same [...]
Y0u may not be aware that there are credits up to $1200 for certain energy improvements. This will be available through 2033. 2023 expands this credit. It covers windows, doors, insulation, central air, hot water heaters and furnaces. Read the full IRS article to learn more.
The Inflation Reduction Act of 2022 made some changes to the Clean Vehicle Credit. This now expands to previously owned plug-in electric vehicles. It must be a "qualified manufacturer" You should search your vehicle make and model to see if it qualifies There are income limits set to qualify The credit is non-refundable meaning you [...]
Tax basics for setting up a business Starting a new business can seem overwhelming for new entrepreneurs or even seasoned professionals. The IRS has resources to help new business owners understand the tax responsibilities of running a business. Here are a few things any entrepreneur needs to do when starting their business. Choose a business structure The form [...]
Learn about Structured Income Notes and how they can be incorporated into your portfolio as a "buffer" strategy. Watch Video Now
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Why consider advanced tax planning and what can it do for you. My colleague, Antonio Lugo has put together a short video: WATCH VIDEO
Here is a sample of what forward tax planning can do for you! Joe Sample and Jane Sample 2022 - Forward Planning Tax Report