Steve Soden authored a guest column in the January issue of Ingram’s Magazine. In it, he addresses techniques for saving and investing as a young professional at the start of a career. The column also touches on the concerns of retirees and those who plan to retire soon.
Soden’s continued success and long-term perspective create a sound opinion to withstand the changes of the financial world. Read the full column.
As part of the Corporate Transparency Act which was passed by Congress in 2021, small businesses have new reporting requirements beginning January 1, 2024. The new rules promulgated by the U.S. Department of the Treasury’s Financial Crimes Enforcement Network...
As we age, our “financial capacity” or our ability to make good financial decisions naturally declines. But at what age do most adults become unable to manage their finances? Surprisingly, it might be much earlier than you think. A 2009 study by Harvard University...
What is a Cost Segregation Analysis? A cost segregation study allows real property owners to increase cash flow by deferring and reducing income taxes. This is possible through the identification of real estate assets that can be depreciated at an accelerated rate...
As we move into tax season, we would like you to be aware of some helpful information published by the IRS referred to as the “Dirty Dozen.” Typically updated each year, this list is comprised of the latest in scams and trending tax-related problems. We have...
Since the 2017 Tax Cuts and Jobs Act, the lifetime estate and gift tax exemption has been historically high - $12.92 million for individuals and $25.84 million for couples. Without congressional action, the estate tax exemption is currently scheduled to expire on...
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