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Latest Post:
Guiding Your Children To Financial Success
There are many different paths that lead to financial freedom and independence, but as we laid out in our blog post on The Misperception of Wealth, the majority of individuals who have accumulated wealth have taken a very similar approach which entails beginning to...
Hiring Your Children: Saving Taxes and Teaching Responsibility
For many parents who own small businesses, two of their primary goals are passing on a strong work ethic to their children while also lowering their tax bill. While lower taxes typically start the conversation, parents often realize that the largest benefit is the...
Hiring Your Children: Saving Taxes and Teaching Responsibility
For many parents who own small businesses, two of their primary goals are passing on a strong work ethic to their children while also lowering their tax bill. While lower taxes typically start the conversation, parents often realize that the largest benefit is the...
Avoiding Identity Theft When Your Data Is Exposed
On August 1st, 2024, a class action lawsuit was filed against Jerico Pictures, Inc. otherwise known as National Public Data, alleging a massive data breach that appears to impact nearly all Americans. The lawsuit alleges that National Public Data, a background check...
Tax-Smart Charitable Giving Strategies
According the Giving USA 2024: Annual Report on Philanthropy, individuals in the United States gave over $374 billion to charity in 2023. Beyond the intrinsic reward of helping others, charitable giving also offers substantial tax benefits if it is approached...
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