Tag: Articles

Posted onMay 30, 2019
It was hard to miss the headlines about escalating trade tensions between the U.S. and China this week—and hard not to notice the up-and-down market activity that went along with it. But what, if any, long-term impact does trade policy have on the economy and, by extension, our portfolios? Although it remains to be seen how the events of this latest news cycle will play out, your evidence-based financial plan is built to anticipate and withstand market risk.
Posted onMay 7, 2019
The discount for lack of marketability is an often-contested valuation adjustment that requires a particularly detailed process. When calculating any valuation adjustment, an appraiser obviously can't just pick a number out of a hat.
Posted onOctober 2, 2018
Managing your taxes is one of the most stressful aspects of being a small business owner. Waiting until the last minute will only make the process worse and can often result in a larger tax bill in the long run.
Posted onFebruary 12, 2018
The recently enacted Tax Cuts and Jobs Act places new limitations on an employer’s deduction for fringe benefits paid or incurred after December 31, 2017.