Personal Planning
Planning for Single Parents Revisited
Episode 301 – Single parents must have their financial house in order, through insurance, financial and estate plans, to help protect their sources of income, existing assets and their children. Continue Reading Planning for Single Parents Revisited
Planning is a Dynamic, Not a Once-and-Done, Process
Episode 298 – No matter what was planned for, the plan must be regularly reviewed and updated to meet changing family, financial, economic, political and legal environments. Planning is a dynamic process that doesn’t end. Continue Reading Planning is a Dynamic, Not a Once-and-Done, Process
Does State Taxation Cause the Wealthy to Move to Different States? – (Revisited)
Episode 291 – States with high income and estate taxes may cause the wealthy to move to another state with one or the other, but not both taxes. Continue Reading Does State Taxation Cause the Wealthy to Move to Different States? – (Revisited)
The U.S. Supreme Court Rules Against the Moores!
Episode 290 – Charles and Kathleen Moore lose their appeal in the U.S. Supreme Court to fight a tax. What does that mean for the wealthy?
Continue Reading The U.S. Supreme Court Rules Against the Moores!
Do You Rely on Your Spouse (Particularly Your Husband) to Make Financial Decisions?
Episode 281 – If you’re married, do you rely solely on your spouse (particularly your husband) to make financial decisions? Don’t! Avoid the widowhood penalty! Continue Reading Do You Rely on Your Spouse (Particularly Your Husband) to Make Financial Decisions?
Tax Gap Projections and Increased IRS Enforcement
Episode 261 – The IRS will be increasing tax enforcement action on high-income and high-net-worth individuals, and business owners. Prepare now. Continue Reading Tax Gap Projections and Increased IRS Enforcement
IRS Again Delays New Reporting for Gig Workers and Independent Contractors
Episode 259 – The IRS further delays implementation of the rules related to the issuance of Form 1099-Ks to gig workers and independent contractors. Continue Reading IRS Again Delays New Reporting for Gig Workers and Independent Contractors
What Does Life Insurance Have to Do With Divorce Revisited
Episode 257 – What does life insurance have to do with divorce? Life insurance and divorce intersect in several ways. Continue Reading What Does Life Insurance Have to Do With Divorce Revisited
No Section 165 Loss Deduction for Bitcoin
Episode 256 – Cryptocurrency can be a very volatile asset. If the cryptocurrency falls significantly in value, that loss may not be entitled to a Section 165 loss deduction on the investor’s income tax return. Continue Reading No Section 165 Loss Deduction for Bitcoin
The Ultra-Wealthy Are Rooting for Charles and Kathleen Moore!
Episode 239 – The ultra-wealthy are rooting for Charles and Kathleen Moore in their appeal to the U.S. Supreme Court to fight a tax. Continue Reading The Ultra-Wealthy Are Rooting for Charles and Kathleen Moore!
Millennials and Gen Z Acknowledge the Need for Life Insurance
Episode 235 – Millennials and Gen Z recognize the need to purchase life insurance, but many don’t. It all comes down to education and advice. Continue Reading Millennials and Gen Z Acknowledge the Need for Life Insurance
Does State Taxation Cause the Wealthy to Move to Different States?
Episode 234 – States with high income and estate taxes may cause the wealthy to move to another state with one or the other, but not both taxes. Continue Reading Does State Taxation Cause the Wealthy to Move to Different States?