The media is currently buzzing about corporate inversions and their effect on the economy, taxes, and business. What exactly is a corporate inversion? It’s when a U.S. based company merges with a foreign company as a way to offset the steep 35% corporate tax rate here in the United States. How will this move affect […]
Paying taxes, is still something many investors overlook when making plans for their retirement portfolios. Without the right tax planning, your real returns could take a bigger hit than you originally planned.
There are different types of financial and investment documents that we rely on, in spite of the fact that so much of this information is now available online. Most companies limit how far back you can go with previous years documents, so the only way that you can make sure that you will have the […]
We all make mistakes. Sometimes, these mistakes are small, so it’s easier to recover from them and move on, determined to avoid the same mistakes in the future. Other mistakes can be costly and harder to recover from. When you invest, it’s important to avoid some of the big tax mistakes that can add up […]
Updated and expanded for 2014. In 2014, the name of the tax changes game is the Affordable Care Act, or Obamacare. This is the first year citizens will be penalized for not having health insurance. Along with this comes a new tax credit — the Premium Tax Credit — for purchasing qualifying health insurance through […]