Personal Goodwill: A Brief Overview
Personal goodwill is derived from the characteristics of a person, usually the owner or key employees of a company. This is an...
Whole Life Insurance as an Investment Vehicle
Many of you have probably seen advertisements on using life insurance as an additional investment opportunity, that promise amazing rates...
Federal Reserve Announces .75% Rate Hike
On June 15, 2022, the Federal Reserve hiked interest rates by three-quarters of a percentage in their most aggressive move since 1994 in...
Asset Purchase vs Stock Purchase
Under an asset purchase, the buyer purchases all or a portion of a business’s assets and liabilities from the seller. These assets...
Monetized Installment Sales
The IRS has released a list dubbed “Dirty Dozen” which includes potentially abusive arrangements that taxpayers should avoid. One such...
The 1045 Exchange
The 1045 Exchange is the process of exchanging one Qualified Small Business Stock (QSBS) for another QSBS that allows you to defer...
Qualified Business Income Deduction – Section 199A
The Tax Cuts and Jobs Act (TCJA) signed into law in 2017 provided a major tax reform for the Section 199A deductions. Section 199A is a...
