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Beyond the Numbers

Roundup of business and tax planning ideas.

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Wealth Management
Lump Sum vs. Dollar Cost Averaging: Which Is Better?
April 6, 2022

Lump Sum vs. Dollar Cost Averaging: Which Is Better?

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Wealth Management
Monitoring Your Portfolio
February 7, 2022

Monitoring Your Portfolio

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Tax Credits & Incentives
Tax Credits and Incentives to Benefit Growing Businesses – Part 1
February 7, 2022

Tax Credits and Incentives to Benefit Growing Businesses – Part 1

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Wealth Management
How to Invest Capital Gains in Qualified Opportunity Zone Funds
February 7, 2022

How to Invest Capital Gains in Qualified Opportunity Zone Funds

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Tax Credits & Incentives
Advance Child Tax Credit Payments and Economic Impact (Stimulus) Payment
January 27, 2022

Advance Child Tax Credit Payments and Economic Impact (Stimulus) Payment

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Research & Development Tax Credit
The R&D Tax Credit is an Untapped Resource in the Cannabis Industry
October 26, 2021

The R&D Tax Credit is an Untapped Resource in the Cannabis Industry

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Wealth Management
Inflation-Fighting TIPS
October 22, 2021

Inflation-Fighting TIPS

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Tax Return Compliance
Red Flags that Could Trigger an IRS Audit
October 22, 2021

Red Flags that Could Trigger an IRS Audit

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Wealth Management
Pay Down Debt or Save for Retirement?
August 4, 2021

Pay Down Debt or Save for Retirement?

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Tax & Business
Capital Gains Tax under the American Families Plan
August 4, 2021

Capital Gains Tax under the American Families Plan

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Tax & Business
Court Case on Treatment of Payments to Shareholders Resolved in Favor of IRS
August 4, 2021

Court Case on Treatment of Payments to Shareholders Resolved in Favor of IRS

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Wealth Management
Closing a Retirement Income Gap
June 14, 2021

Closing a Retirement Income Gap

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Tax & Business
Historic IRS Delays Impacting Taxpayers
June 14, 2021

Historic IRS Delays Impacting Taxpayers

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Tax & Business
The Reporting of Virtual Currency Transactions
June 14, 2021

The Reporting of Virtual Currency Transactions

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Private Client Services
Estimating Your Retirement Income Needs
April 19, 2021

Estimating Your Retirement Income Needs

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Private Client Services
Deferring Estate Taxes: Considerations for the Business Owner
April 19, 2021

Deferring Estate Taxes: Considerations for the Business Owner

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