New Client Online Portal Coming April 1st
Self-Directing Your IRA
Investing in what you know best is part of the power of a Self-Directed IRA. A truly Self-Directed IRA allows you to invest in assets that are alternatives of conventional stocks, bonds and mutual funds. These assets, which are also approved by the IRS, include real estate, notes, private placements, gold, natural resources and much more. Many types of IRA accounts (Traditional IRA, Roth IRA, Individual 401(k), SEP IRA and SIMPLE IRA) have the capability of being self-directed.
Sign-up for a Webinar
Understanding Self-Directed IRAs
March 4th at 2pm Eastern
There’s Still Time To Get Substantiation For 2018 Donations
Don’t take the substantiation requirements for charitable donation deductions lightly. If you made a gift last year and haven’t received a written acknowledgment from the charity, read this before claiming a deduction on your 2018 income tax return.
What Will Your Marginal Income Tax Rate Be?
The TCJA made changes to some of the middle income tax brackets that may negatively affect unmarried taxpayers and positively affect married taxpayers. Find out the potential impact on your rate for 2018 and 2019.
Depreciation-related Breaks on Business Real Estate
Enhanced depreciation-related tax breaks for certain business real estate investments, such as qualified improvement property, may offer substantial savings when you file your 2018 tax return. Learn more.
Investment Predictions for 2019
The top three asset classes in which we expect significant investment activity to occur in 2019 are single family rental real estate, the secondary note market and private equity. Here’s why.
Two Major Tax Law Changes for Individuals in 2019
Changes to the medical expense deduction and the tax treatment of alimony go into effect in 2019. Find out the details.
Tax Changes for Small-Business Owners
With the new year comes the need for small-business owners to begin thinking about filing their 2018 income tax returns. The TCJA could significantly alter your tax liability compared to previous years. So refresh yourself on its major provisions.